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

178.377p

arrow-up0.419p (+0.24%)

Fund Code

FPBOA

BYV0VP8

GB00BYV0VP81

Prices updated as at 23 Jan 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 (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	13.65	13.23
31 Dec 16 - 31 Dec 17	9.39	10.00
31 Dec 17 - 31 Dec 18	-5.81	-6.37
31 Dec 18 - 31 Dec 19	14.10	15.67
31 Dec 19 - 31 Dec 20	4.90	5.25
31 Dec 20 - 31 Dec 21	10.97	11.14
31 Dec 21 - 31 Dec 22	-7.30	-10.08
31 Dec 22 - 31 Dec 23	7.81	8.37
31 Dec 23 - 31 Dec 24	9.35	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.23	0.28
1 Month	3.01	3.56
3 Months	3.19	3.08
6 Months	6.51	5.82
1 Year	13.86	13.56
3 Years annualised	4.52	4.02
5 Years annualised	5.31	4.57

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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