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

458.10p

arrow-up0.90p (+0.20%)

Fund Code

CLMXA

B815Z37

GB00B815Z375

Prices updated as at 01 Jun 2026

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 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.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Mar 15 - 31 Mar 16	-4.75	-3.53
31 Mar 16 - 31 Mar 17	20.59	18.97
31 Mar 17 - 31 Mar 18	4.14	2.25
31 Mar 18 - 31 Mar 19	4.35	4.55
31 Mar 19 - 31 Mar 20	-6.31	-9.43
31 Mar 20 - 31 Mar 21	34.77	32.92
31 Mar 21 - 31 Mar 22	2.95	6.16
31 Mar 22 - 31 Mar 23	-6.17	-4.01
31 Mar 23 - 31 Mar 24	13.21	12.64
31 Mar 24 - 31 Mar 25	4.28	2.51
31 Mar 25 - 31 Mar 26	12.37	11.24

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.09	0.41
1 Month	4.69	4.51
3 Months	3.81	3.55
6 Months	10.73	9.25
1 Year	22.87	22.04
3 Years annualised	14.21	13.04
5 Years annualised	6.87	7.36

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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