IFSL atomos Balanced Fund Class A Accumulated
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
131.80p
-0.10p (-0.08%)
Fund Code
ISBAA
BHZ0CY1
GB00BHZ0CY14
Prices updated as at 08 May 2025
|
Prices in GBX
Investment objective
The aim of the Fund is to grow the value of investor's investment over a period of at least 5 years. This growth is expected to come from a combination of profit on investments and income paid out of investments, such as interest and dividends. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 70% of the Fund will be invested in other funds, including exchange traded funds and investment trusts. This may include other funds managed by the Authorised Corporate Director or Investment Manager. The Fund will be managed on a medium to high risk strategy, and through these other funds gain exposure to between 50-80% in the shares of companies.
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 | Not Disclosed |
| 137.7 | |
| 123.9 | |
| Fund comparative index | IA Mixed Investment 40-85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 1.00 | |
| 0.06 | |
| 0.00 | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | Atomos Investments Limited |
| Share class launch date | 26 Feb 2019 |
| £264.97m | |
| - | |
| - | |
| - | |
| 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.
