Fidelity Select 50 Balanced Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Select 50 Balanced Fund PI Accumulation Shares

Category GBP Moderate Allocation


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

110.30p

arrow-up0.10p (+0.09%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 12 Aug 2020
|
Prices in GBX

Investment objective
The aim of the Fund is to increase the value of your investment over a period of 5 years or more from global exposure to a diversified range of assets. Investment Policy The Fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds. The Fund has exposure to a balance of both higher risk assets and lower risk assets. The Portfolio Manager will tactically alter the balance between these risk assets in accordance with the opportunities for producing returns over a typical market cycle of 5-7 years while balancing this with the aim of maintaining a moderate risk profile. Asset allocation exposure of the Fund will be actively managed subject to it remaining within the following parameters: 30-70% equity, 20-60% debt instruments (which may include investment grade and non-investment grade debt instruments (such as high yield and emerging market debt)) and alternatives and 0-20% cash.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAyesha Akbar, Sarah Cawthray
111.6
93.77
Fund comparative indexNot Benchmarked
-
-
1.24
0.04
0.00
GBP Moderate Allocation
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date07 Feb 2018
£105.85m
Distribution yield (%)-
Historic yield (%)-
Underlying yield (%)-
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

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.