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

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

142.30p

arrow-up0.80p (+0.57%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 12 Dec 2025

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 Solutions & Multi Asset. Chris has 24 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

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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