VT Balanced Portfolio Overlay Fund C Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

166.589p

arrow-up0.147p (+0.09%)

Fund Code

FPBOA

BYV0VP8

GB00BYV0VP81

Prices updated as at 14 Aug 2024
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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.

Growth of 1,000 as of 15 Aug 2024, 02:08

Trailing returns (%) as of 15 Aug 2024, 02:08

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 1716.2816.18
30 Jun 17 - 30 Jun 185.264.48
30 Jun 18 - 30 Jun 191.943.38
30 Jun 19 - 30 Jun 20-0.50-0.33
30 Jun 20 - 30 Jun 2117.9617.71
30 Jun 21 - 30 Jun 22-4.83-7.38
30 Jun 22 - 30 Jun 233.363.56
30 Jun 23 - 30 Jun 2410.8411.66

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.180.05
1 Month-1.06-1.24
3 Months-0.29-0.48
6 Months4.094.75
1 Year9.4310.25
3 Years annualised2.261.59
5 Years annualised4.784.43
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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