7IM Balanced Fund C Inc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

216.99p

arrow-up0.12p (+0.06%)

Fund Code

SMBCI

3395929

GB0033959296

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund aims to provide a balance of income and capital growth. The Sub-Fund invests at least 80% of its assets in other funds managed both by the Manager and by selected third party managers, including open-ended and closed–ended funds and exchange traded funds (ETFs), and other transferable securities including fixed income, equities, warrants and structured products.

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 charges

Product charges
	1.26
	0.03
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	09 Dec 2025	pdf
Key Information Document / Technical Guide	25 Sep 2025	pdf
Annual Report	31 May 2025	pdf
Interim Report	30 Nov 2024	pdf

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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