Climate Assets Balanced Fund B GBP Accumulation
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
255.10p
1.20p (+0.47%)
Fund Code
SUPCA
B3K3HX1
GB00B3K3HX15
Prices updated as at 12 Sep 2024
Prices in GBX
Investment objective
The investment objective of the Fund is to provide a balance of capital growth and income, net of fees, over the longer term (rolling 5 year periods). The Fund focuses on sustainable investment. The Fund will aim to achieve the investment objective by investing in a global portfolio which is comprised of: Equity securities (60% to 75%), Corporate bonds and government bonds (5% to 25%), Alternatives (up to 25%) – alternatives would be defined as assets that have historically (over 5 years or more) had a low correlation to equity markets, such as investment trusts focusing on social or green infrastructure, Permitted closed-ended funds, including investment trusts and real estate investment trusts (up to 20%), Warrants (up to 5%), Cash (up to 10%).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
1.08 | |
0.11 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |