VT Blackfinch Funds ICVC - VT Blackfinch Balanced Portfolio Fund Class F GBP Income
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.02402
£-0.001 (-0.13%)
Fund Code
VBBFI
BKMPSN1
GB00BKMPSN16
Prices updated as at 13 Nov 2024
Prices in GBP
Investment objective
The investment objective of the Fund is to achieve total returns comprised of income and capital growth equal to Consumer Price Index plus 3% over rolling five year periods (net of management fees and underlying fund charges). Capital is in fact at risk and there is no guarantee that a positive return will be achieved over a five year, or any, period. The Fund will seek to achieve its objective by investing at least 80% in a portfolio of collective investment vehicles (which may include those managed and/or operated by the ACD or Investment Manager) and bonds (which may be government or corporate bonds and vary in terms of credit ratings). Investment in collective investment vehicles will provide exposure to asset classes such as equities, bonds, cash, property and commodities.
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 charges
Product charges | |
---|---|
1.20 | |
0.01 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.