7IM Sustainable Balance

Select share classes

7IM Sustainable Balance Fund C Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

182.95p

arrow-down-0.53p (-0.29%)

Fund Code

SOSBA

B1LBFZ8

GB00B1LBFZ86

Prices updated as at 26 Apr 2024
|
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 a range of shares and corporate bonds, supranational and government bonds and other funds managed by selected fund managers. Up to 20% of the Sub-Fund will be invested in liquid assets such as cash, deposits, money market funds and money market instruments, as well as warrants.
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
1.36
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 19 Apr 2024pdf
Key Information Document / Technical Guide 30 Jan 2024pdf
Annual Reports 31 Jul 2023pdf
Interim Short Report 31 Jul 2023pdf
Annual Short Report 31 Mar 2023pdf
Interim Reports 28 Feb 2013pdf
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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.