Courtiers Total Return Balanced Risk Fund

Select share classes
There is only one type of share class for this fund.

Courtiers Total Return Balanced Risk Acc

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

£2.798

arrow-up£0.011 (+0.39%)

Fund Code

COTBA

B1P2K63

GB00B1P2K632

Prices updated as at 11 Dec 2025
|
Prices in GBP
Investment objective
The Fund seeks to achieve a total return comprised of income and capital growth, over 5 years. The Fund aims to achieve its objective through an actively managed portfolio of different assets held within the Fund. The above time horizon is not a recommendation to sell the investment at the end of that minimum period. There is no guarantee that the Fund will achieve its objective over any particular period or at all.
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
1.66
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Interim Report 31 Mar 2025pdf
Key Information Document / Technical Guide 04 Feb 2025pdf
Annual Report 30 Sep 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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