VT Balanced Portfolio Overlay Fund C Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
166.589p
0.147p (+0.09%)
Fund Code
FPBOA
BYV0VP8
GB00BYV0VP81
Prices updated as at 14 Aug 2024
Prices in GBX
Investment objective
The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve its investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds, and derivatives if considered appropriate to meet the investment objective.
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 | |
---|---|
0.52 | |
0.02 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 1,000.00 |