Close Tactical Select Passive Conservative Fund

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TrinityBridge Conservative Tactical Passive Fund X ACC

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

315.40p

arrow-up0.20p (+0.06%)

Fund Code

CLTCA

B88TGW8

GB00B88TGW85

Prices updated as at 30 May 2025
|
Prices in GBX
Investment objective
The investment objective of the Fund is to deliver some capital growth with some income 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.
Company name
TrinityBridge Fund Management Limited
Fund launch date
01 Oct 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
Weixu Yan
Lead manager start date
26 Oct 2015
Lead fund manager biography
Head office
12 Endeavour Square, London, E20 1JN
London
United Kingdom
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