Evelyn MM Endurance Balanced Fund Class B Income Shares

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

179.60p

arrow-down-0.30p (-0.17%)

Fund Code

SMENI

B43LJX3

GB00B43LJX34

Prices updated as at 24 Mar 2025

Prices in GBX

Investment objective

The objective of the Fund is to achieve a balance between capital growth and income, over the long term (over 4 to 7 years). The Fund is actively managed and in normal market conditions invests at least 70% of its assets in UK and European domiciled collective investment schemes (“CIS”). The CIS in which the Fund invests will themselves invest in their own portfolio of assets, e.g., such assets may include shares of companies anywhere in the world, bonds and hedge fund strategies. Exposure to shares will be in the region of 40-85%. The Fund’s asset allocation will be actively managed and so will provide exposure to a range of asset classes and geographies, rather than investing in one region or sector.

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.

Important Information

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