VT Sinfonia Balanced Managed Portfolio

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There is only one type of share class for this fund.

VT Sinfonia Balanced Managed Portfolio A Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

251.793p

arrow-up1.47p (+0.59%)

Fund Code

SFBAA

B2R2YJ9

GB00B2R2YJ93

Prices updated as at 19 Mar 2025
|
Prices in GBX
Investment objective
The Fund aims to provide returns over the medium to long term (3 - 5 years) by a combination of both capital growth and income generation. The Fund will invest in a diversified portfolio of fixed interest securities and equities as well as warrants and money market instruments primarily (at least 70%) through investment in a portfolio of collective investment schemes (which may include those managed and/or advised by the Authorised Corporate director (VT) or Investment Manager). The Fund will typically be invested in a global portfolio of assets and may focus on UK and European assets.
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.
Company name
Tatton Investment Management Limited
Fund launch date
13 Jun 2008
Domicile
United Kingdom
UCITS
Yes
Fund manager
Adrian Mollison
Manager start date
31 Aug 2015
Fund manager biography
Fund manager
Adam Gage
Manager start date
31 Aug 2015
Fund manager biography
Head office
Paradigm House, Brooke Court
Wilmslow
United Kingdom
SK9 3ND
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