Close Balanced Portfolio Fund A Acc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

211.90p

arrow-up0.90p (+0.43%)

Fund Code

B4YW1S4

GB00B4YW1S49

Prices updated as at 24 Dec 2024
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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.

Growth chart of 1,000

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


Important Information

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