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

121.40p

arrow-down-0.30p (-0.25%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 26 Apr 2024
|
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.
Company name
FIL Investment Services (UK) Ltd
Fund launch date
07 Feb 2018
Domicile
United Kingdom
UCITS
Yes
Lead manager
Ayesha Akbar
Lead manager start date
07 Feb 2018
Lead fund manager biography
Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics.
Fund manager
Chris Forgan
Manager start date
01 Jan 2021
Fund manager biography
Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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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.