TrinityBridge Balanced Tactical Passive Fund X ACC

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

425.60p

arrow-up1.80p (+0.42%)

Fund Code

CLTBA

B8HS8W0

GB00B8HS8W08

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. As part of the “Tactical Select Passive” fund range, this means the Fund will achieve this exposure almost exclusively through a disciplined investment process and investment in passively managed collective investment schemes (which may include collective investment schemes managed by the Manager or by an affiliate of the Manager) 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.

Important Information

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