EF 8AM Balanced Fund A Income
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
133.68p
0.66p (+0.50%)
Fund Code
EITAI
B9L57F0
GB00B9L57F01
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The objective of the Fund is to achieve long term capital growth. Through a balanced investment management style, the Fund will aim to operate within a volatility range of between 10.0 and 14.5 and to achieve its objective through strategic asset allocation between a variety of asset classes, markets and strategies. A minimum of 80% of the portfolio will be invested in carefully selected third party collective investment schemes and, as determined by the Investment Adviser, investment trusts. The Fund will only make investments into collective investment schemes where their net asset value calculations are scheduled on at least a monthly basis and where, at the time of investment by the Fund, the Investment Adviser is satisfied that the assets are fully liquid.
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 | Open Ended Investment Company |
Fund manager | Anthony Walters, Tom McGrath |
137.94 | |
121.08 | |
Fund comparative index | IA Mixed Invest 40 - 85% Shares |
Mixed Investment 40-85% Shares | |
- | |
2.42 | |
0.05 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | WAY Fund Managers Limited |
Share class launch date | 03 May 2013 |
£4.32m | |
- | |
0.00 | |
- | |
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.