VT Balanced Portfolio Overlay Fund C Acc

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

171.82p

arrow-up0.858p (+0.50%)

Fund Code

FPBOA

BYV0VP8

GB00BYV0VP81

Prices updated as at 02 May 2025
|
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.

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 1717.5117.37
31 Mar 17 - 31 Mar 181.891.40
31 Mar 18 - 31 Mar 192.713.97
31 Mar 19 - 31 Mar 20-8.60-8.04
31 Mar 20 - 31 Mar 2127.2526.61
31 Mar 21 - 31 Mar 225.635.02
31 Mar 22 - 31 Mar 23-3.08-4.73
31 Mar 23 - 31 Mar 2410.2510.39
31 Mar 24 - 31 Mar 254.653.05

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day0.500.60
1 Month-0.38-0.36
3 Months-3.65-4.63
6 Months0.740.01
1 Year5.434.18
3 Years annualised4.193.56
5 Years annualised6.666.49
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.