Barclays Global Markets Balanced Fund R Acc GBP

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

214.10p

arrow-up0.50p (+0.23%)

Fund Code

BCMRA

B4Z0MR3

GB00B4Z0MR31

Prices updated as at 20 Dec 2024

Prices in GBX

Investment objective

The Fund seeks to provide capital growth and income over the long term (a period of at least 5 years). The Fund is classified as balanced or risk profile 3 in the Barclays Global Markets fund range (which includes Funds with risk profiles from 1 to 5). This means its overall exposure to equity securities (shares of companies and other equity related investments) will be between 30% and 70% of its assets. The Fund invests at least 70% of its assets in other funds (“Second Schemes”). These will be passively managed (funds that reflect the performance of an index) and can include exchange traded funds (funds listed and traded on a stock exchange).

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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