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 Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

121.70p

arrow-up0.00p (+0.00%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 25 Apr 2024
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Prices in GBX
Investment objective
The aim of the Fund is to increase the value of investors investment over a period of 5 years or more from global exposure to a diversified range of assets. The Fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds (which may include funds managed by Fidelity).
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.

Growth of 1,000 as of 25 Apr 2024, 22:04

Trailing returns (%) as of 25 Apr 2024, 22:04

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 194.372.72
31 Mar 19 - 31 Mar 20-5.12-7.15
31 Mar 20 - 31 Mar 2119.7720.92
31 Mar 21 - 31 Mar 222.662.71
31 Mar 22 - 31 Mar 23-4.59-5.52
31 Mar 23 - 31 Mar 246.578.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.160.15
1 Month0.33-0.86
3 Months3.842.82
6 Months8.669.68
1 Year5.556.26
3 Years annualised0.670.79
5 Years annualised3.152.74
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.