Evelyn Balanced Portfolio Clean GBP Acc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.1957

arrow-up£0.004 (+0.32%)

Fund Code

TIBCA

BFY1NH1

IE00BFY1NH18

Prices updated as at 11 Nov 2024

Prices in GBP

Investment objective

The aim of the Fund is to deliver income and capital growth over the longer term. The Fund intends to invest in a range of assets through investing in professionally managed collective investment schemes (CIS) subject to the Investment Restrictions in the Prospectus unless otherwise stated in this Supplement.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

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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