TrinityBridge Growth Managed Fund X Acc

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

415.70p

arrow-up0.90p (+0.22%)

Fund Code

CLMXA

B815Z37

GB00B815Z375

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to generate capital growth 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. As part of the “Managed” fund range, this means the Fund will achieve this exposure through investment in actively and passively managed collective investment schemes (which may include collective investment schemes managed by the Manager or by an affiliate of the Manager), closed ended funds and exchange traded funds.

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	James Davies, Matthew Stanesby
	419.8
	333.3
Fund comparative index	IA Flexible Investments
	Flexible Investment
	-
	1.01
	0.18
	0.00
	GBP Allocation 80%+ Equity
	No
Fund provider	TrinityBridge Fund Management Limited
Share class launch date	01 Oct 2012
	£123.16m
	-
	1.05
	-
	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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