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
247.40p
0.10p (+0.04%)
Fund Code
SUPCA
B3K3HX1
GB00B3K3HX15
Prices updated as at 26 Mar 2025
Prices in GBX
Investment objective
The investment objective of the Fund is to provide capital growth and income, net of fees, over the longer term (rolling 5 year periods). 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
, SDR Consumer facing disclosure, 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
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