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
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

433.90p

arrow-down-0.40p (-0.09%)

Fund Code

CLTGA

B7SG1Y9

GB00B7SG1Y98

Prices updated as at 21 May 2025
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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 (%)

YearThis fundGBP Allocation 80%+ Equity
31 Mar 14 - 31 Mar 1513.3511.07
31 Mar 15 - 31 Mar 16-4.49-3.53
31 Mar 16 - 31 Mar 1723.4918.97
31 Mar 17 - 31 Mar 180.842.25
31 Mar 18 - 31 Mar 196.354.55
31 Mar 19 - 31 Mar 20-10.16-9.43
31 Mar 20 - 31 Mar 2129.0832.92
31 Mar 21 - 31 Mar 227.716.16
31 Mar 22 - 31 Mar 23-3.69-4.01
31 Mar 23 - 31 Mar 2413.8612.64
31 Mar 24 - 31 Mar 254.382.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-0.090.04
1 Month7.947.64
3 Months-2.47-2.95
6 Months2.530.98
1 Year5.473.68
3 Years annualised8.006.76
5 Years annualised8.577.69
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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