Close Managed Growth

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

TrinityBridge Growth Managed Fund X Acc

Category GBP Allocation 80%+ Equity
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

370.60p

arrow-up0.50p (+0.14%)

Fund Code

CLMXA

B815Z37

GB00B815Z375

Prices updated as at 14 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 “Managed” fund range, this means the Fund will achieve this exposure through investment in actively and passively managed collective investment schemes (which may include collective investment schemes managed by the Manager or by an affiliate of the Manager), closed ended funds 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.
Company name
TrinityBridge Fund Management Limited
Fund launch date
01 Oct 2012
Domicile
United Kingdom
UCITS
Yes
Fund manager
James Davies
Manager start date
01 Nov 2014
Fund manager biography
Fund manager
Matthew Stanesby
Manager start date
01 Nov 2014
Fund manager biography
Head office
12 Endeavour Square, London, E20 1JN
London
United Kingdom
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm


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.
© Copyright 2025 Morningstar. All rights reserved.