TrinityBridge Conservative Portfolio Fund A ACC

Category GBP Allocation 40-60% Equity

Last buy/sell price

185.30p

arrow-up0.70p (+0.38%)

Fund Code

B4RL6Q1

GB00B4RL6Q19

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to deliver some capital growth with some income over the medium term (i.e. more than 5 years). The Fund will hold at least 80% of its portfolio in a mixture of equities and fixed interest securities, achieving this exposure primarily through direct investment.

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.

Company name

TrinityBridge Fund Management Limited

Fund launch date

03 Sep 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Giles Parkinson

Manager start date

08 Nov 2021

Fund manager biography

Giles joined Close Brothers Asset Management in 2021 as a Senior Fund Manager, Global Funds. He previously spent six years at Aviva Investors where he was rated AA by Citywire and launched the Aviva Investors Global Equity Endurance Fund, which under his management was first percentile versus the Morningstar Global Large-Cap Blend Equity peer group. Prior to joining Aviva Investors, Giles was at Artemis Investment Management where he managed global mandates. Before this he was part of the global equities business at Newton Investment Management. He started his investment career in 2006. Giles has a First Class degree from Durham University and an MPhil from Cambridge University, a Certificate in ESG Investing, and is a CFA charterholder.

Fund manager

Richard Stroud

Manager start date

01 Sep 2022

Fund manager biography

Richard Stroud is an Assistant Fund Manager on the Global Funds range. He joined Close Brothers Asset Management in 2015 and started as an analyst, working on the Close Discretionary Portfolio Funds. During this time, Richard became a CFA charterholder and has obtained the CFA Certificate in ESG Investing. Richard helped to design the Sustainable Funds’ investment process and became a Co-Manager of the Close Sustainable Balanced Portfolio Fund at launch in 2020. Prior to joining CBAM, Richard graduated from the University of Warwick with a first class BSc in Economics.

Head office

12 Endeavour Square, London, E20 1JN

London

United Kingdom

Got a question?

Get in touch

we're here to help:

-

Mon-Fri 8am to 6pm

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.