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
Prices updated as at 12 Aug 2020
Prices in GBX
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.
Important documents: Please ensure that you have read the Key information 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.
|Fund type||Open Ended Investment Company|
|Fund manager||Ayesha Akbar, Sarah Cawthray|
|Fund comparative index||Not Benchmarked|
|GBP Moderate Allocation|
|Fund provider||FIL Investment Services (UK) Ltd|
|Share class launch date||07 Feb 2018|
|Distribution yield (%)||-|
|Historic yield (%)||-|
|Underlying yield (%)||-|
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.