Quilter Investors Creation Balanced Portfolio A (GBP) Accumulation

Category GBP Allocation 40-60% Equity

Last buy/sell price

£0.8462

arrow-up£0.002 (+0.25%)

Fund Code

B2Q7WY6

GB00B2Q7WY69

Prices updated as at 03 Jan 2025

Prices in GBP

Investment objective

To achieve capital growth over a period of five years or more. The Fund invests in a diversified portfolio of assets. It is expected that exposure will be to equities, fixed income, cash, money market instruments and currencies. Such investment will be made either directly by investing in such instruments or indirectly by investing in collective investment schemes. In addition, the portfolio may indirectly hold property and commodities by investing in collective investment schemes, transferable securities and derivatives. The collective investment schemes in which the Fund invests may include schemes which are managed or operated by the ACD or an associate of the ACD.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	1.52
	0.34
	No
	-
	-
	-
Minimum investment	-

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	16 Feb 2024	pdf
Annual Reports	31 Oct 2023	pdf
Interim Short Report	31 Oct 2023	pdf
Annual Short Report	30 Apr 2023	pdf
Interim Reports	30 Apr 2012	pdf

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Important Information

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