VT Greystone Balanced Managed Fund

Select share classes

VT Greystone Balanced Managed Fund R Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

259.39p

arrow-down-1.589p (-0.61%)

Fund Code

GRBMA

B82VQ20

GB00B82VQ206

Prices updated as at 28 Mar 2025
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Prices in GBX
Investment objective
The objective of the Sub-fund is to provide capital growth and some income over the medium to long term (7 years). The Sub-fund aims to achieve its objective by investing in a diversified portfolio of collective investments schemes providing indirect exposure to different asset types (which may include those managed and/or operated by the ACD or Investment Manager) selected from the global market place.
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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAverageAverage
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5 - yearLowHigh
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10 - yearAverageHigh
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OverallBelow AverageHigh
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-1.44-2.10-4.64
0.700.831.15
-1.56-0.72-0.64
83.7378.5671.52
0.770.080.13
4.267.8212.83
2.393.846.98


Important Information

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