Fidelity Select 50 Balanced Fund PI Accumulation Shares
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
129.00p
-0.30p (-0.23%)
Fund Code
SBPIA
BF8DCB0
GB00BF8DCB08
Prices updated as at 23 May 2025
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).
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
Annual performance (%)
| Year | This fund | GBP 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 19 | 4.37 | 2.72 |
| 31 Mar 19 - 31 Mar 20 | -5.12 | -7.15 |
| 31 Mar 20 - 31 Mar 21 | 19.77 | 20.92 |
| 31 Mar 21 - 31 Mar 22 | 2.66 | 2.71 |
| 31 Mar 22 - 31 Mar 23 | -4.59 | -5.52 |
| 31 Mar 23 - 31 Mar 24 | 6.57 | 8.45 |
| 31 Mar 24 - 31 Mar 25 | 5.83 | 3.46 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | -0.08 | -0.41 |
| 1 Month | 3.03 | 4.18 |
| 3 Months | -0.77 | -1.26 |
| 6 Months | 2.13 | 0.79 |
| 1 Year | 4.11 | 4.01 |
| 3 Years annualised | 3.89 | 4.12 |
| 5 Years annualised | 4.23 | 4.67 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
