Fidelity Select 50 Balanced Fund

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

Fidelity Select 50 Balanced Fund PI Accumulation Shares

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

128.10p

arrow-up0.50p (+0.39%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 06 May 2025
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Prices in GBX

Investment objective
The aim of the Fund is to increase the value of investors investment over a period of 5 years or more from global exposure to a diversified range of assets. The Fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds (which may include funds managed by Fidelity).

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 194.372.72
31 Mar 19 - 31 Mar 20-5.12-7.15
31 Mar 20 - 31 Mar 2119.7720.92
31 Mar 21 - 31 Mar 222.662.71
31 Mar 22 - 31 Mar 23-4.59-5.52
31 Mar 23 - 31 Mar 246.578.45
31 Mar 24 - 31 Mar 255.833.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.01
1 Month1.274.20
3 Months-1.39-1.11
6 Months1.431.33
1 Year4.857.25
3 Years annualised2.824.48
5 Years annualised4.625.57
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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