TrinityBridge Balanced Portfolio Fund A ACC

Category GBP Allocation 60-80% Equity
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Last buy/sell price

232.20p

arrow-down-4.00p (-1.69%)

Fund Code

B4YW1S4

GB00B4YW1S49

Prices updated as at 23 Oct 2026
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Prices in GBX
Investment objective
The investment objective of the Fund is to generate 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 or Product Summary document
, 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
Richard Stroud
Manager start date
01 Sep 2022
Fund manager biography
Richard is a Managing Director at TrinityBridge, where he co-manages the Portfolio Funds range. He joined the firm in 2015 as an analyst on the Funds team, before moving into a portfolio management role in 2020 on launch of the TrinityBridge Sustainable Balanced Portfolio Fund. The role broadened to the Portfolio Fund range in September 2022. Richard is a CFA charter holder and holds the CFA Institute Certificate in ESG Investing. He graduated from the University of Warwick with a first-class BSc in Economics.
Fund manager
Henry Frewer
Manager start date
01 Sep 2022
Fund manager biography
Henry is a Managing Director at TrinityBridge, where he co-manages the Portfolio Funds range. He joined the firm in 2015 as an analyst within the Funds team, becoming a fund manager for the TrinityBridge Portfolio Funds in 2022. Henry holds an MSc in Finance (Distinction) and a BSc in Mathematics and Economics from Durham University. He is a CFA charter holder and holds the CFA Institute Certificate in ESG Investing.
Head office
12 Endeavour Square, London, E20 1JN
London
United Kingdom
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Important Information

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