Close Tactical Select Passive Growth Fund

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There is only one type of share class for this fund.

TrinityBridge Growth Tactical Passive Fund X ACC

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

419.60p

arrow-up2.40p (+0.58%)

Fund Code

CLTGA

B7SG1Y9

GB00B7SG1Y98

Prices updated as at 02 May 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to generate capital growth 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. As part of the “Tactical Passive” fund range, this means the Fund will achieve this exposure almost exclusively through a disciplined investment process and investment in passively managed collective investment schemes (which may include collective investment schemes managed by the Manager or by an affiliate of the Manager) and exchange traded funds.

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.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 15	13.35	11.07
31 Mar 15 - 31 Mar 16	-4.49	-3.53
31 Mar 16 - 31 Mar 17	23.49	18.97
31 Mar 17 - 31 Mar 18	0.84	2.25
31 Mar 18 - 31 Mar 19	6.35	4.55
31 Mar 19 - 31 Mar 20	-10.16	-9.43
31 Mar 20 - 31 Mar 21	29.08	32.92
31 Mar 21 - 31 Mar 22	7.71	6.16
31 Mar 22 - 31 Mar 23	-3.69	-4.01
31 Mar 23 - 31 Mar 24	13.86	12.64
31 Mar 24 - 31 Mar 25	4.38	2.51

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.58	0.66
1 Month	-0.31	-0.72
3 Months	-5.62	-6.77
6 Months	0.45	-1.30
1 Year	5.35	2.89
3 Years annualised	5.52	3.66
5 Years annualised	8.62	7.20

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

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