WS Doherty Balanced Managed Fund B GBP Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

172.03p

arrow-up0.45p (+0.26%)

Fund Code

TDBMA

B92M716

GB00B92M7160

Prices updated as at 30 Apr 2024
|
Prices in GBX
Investment objective
The Balanced Managed Fund aims to achieve capital growth in excess of the Consumer Prices Index plus 3% per annum over 5-year Rolling Periods whilst maintaining a relatively controlled level of volatility.The Fund invests in a range of collective investment schemes (“funds”) that are exposed to a range of asset classes on a global basis. The Investment Manager’s bias is towards actively managed funds although the Fund may also invest in passively managed funds (e.g. index tracking funds). The funds may include those managed or operated by the ACD and its associates.
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.

Annual charges

Product charges
2.10
0.23
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 11 Mar 2024pdf
Annual Reports 31 Dec 2022pdf
Interim Short Report 31 Dec 2022pdf
Annual Short Report 31 Jul 2022pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.