TrinityBridge Balanced Portfolio Fund A ACC

Category GBP Allocation 60-80% Equity

Last buy/sell price

227.50p

arrow-up0.90p (+0.40%)

Fund Code

B4YW1S4

GB00B4YW1S49

Prices updated as at 12 Dec 2025

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 , 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.

Fund status	Open
Fund type	Unit Trust
Fund manager	Giles Parkinson, Richard Stroud, Henry Frewer
	228.2
	199.6
Fund comparative index	IA Mixed Invest 40 - 85% Shares
	Mixed Investment 40-85% Shares
	-
	1.59
	0.06
	-
	GBP Allocation 60-80% Equity
	No
Fund provider	TrinityBridge Fund Management Limited
Share class launch date	03 Sep 2010
	£1.20b
	-
	-
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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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