Close Balanced Portfolio Fund A Acc
Category GBP Allocation 60-80% Equity
Last buy/sell price
213.40p
0.10p (+0.05%)
Fund Code
B4YW1S4
GB00B4YW1S49
Prices updated as at 10 Mar 2025
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Prices in GBX
Investment objective
The investment objective of the Fund is to generate capital growth with some income over the medium term (i.e. more than 5 years). The Fund will hold at least 80% of its portfolio in a mixture of equities and fixed interest securities, achieving this exposure primarily through direct investment.
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
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- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management