VT Sinfonia Adventurous Growth Portfolio A Acc

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

247.58p

arrow-down-0.331p (-0.13%)

Fund Code

SFAGA

B2R2YS8

GB00B2R2YS84

Prices updated as at 25 Apr 2025

Prices in GBX

Investment objective

The Fund aims to provide returns over the long term (5 years) by a combination of both capital growth and income generation. The Fund will primarily invest (at least 70%) in a diversified portfolio of fixed interest securities and equities, as well as warrants, and money market instruments, 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 but may also focus on UK 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.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 15	11.76	11.07
31 Mar 15 - 31 Mar 16	-4.93	-3.53
31 Mar 16 - 31 Mar 17	22.42	18.97
31 Mar 17 - 31 Mar 18	1.77	2.25
31 Mar 18 - 31 Mar 19	2.76	4.55
31 Mar 19 - 31 Mar 20	-11.99	-9.43
31 Mar 20 - 31 Mar 21	28.67	32.92
31 Mar 21 - 31 Mar 22	10.43	6.16
31 Mar 22 - 31 Mar 23	-3.58	-4.01
31 Mar 23 - 31 Mar 24	12.32	12.64
31 Mar 24 - 31 Mar 25	4.43	2.51

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.65	0.69
1 Month	-4.25	-5.08
3 Months	-8.85	-8.96
6 Months	-4.29	-4.71
1 Year	1.29	0.09
3 Years annualised	3.28	2.62
5 Years annualised	7.86	7.07

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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