TrinityBridge Growth Managed 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
372.10p
-0.60p (-0.16%)
Fund Code
CLMXA
B815Z37
GB00B815Z375
Prices updated as at 20 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | James Davies, Matthew Stanesby |
| 385.5 | |
| 333.3 | |
| Fund comparative index | IA Flexible Investments |
| Flexible Investment | |
| - | |
| 1.01 | |
| 0.21 | |
| 0.00 | |
| GBP Allocation 80%+ Equity | |
| No | |
| Fund provider | TrinityBridge Fund Management Limited |
| Share class launch date | 01 Oct 2012 |
| £123.16m | |
| - | |
| 1.19 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
