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


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

121.70p

arrow-up0.20p (+0.16%)

Fund Code

SBPIA

BF8DCB0

GB00BF8DCB08

Prices updated as at 28 Mar 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).

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled
5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled
Overall
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-3.41-1.94
0.790.80
-2.04-0.72
89.3384.41
-0.20-0.16
5.076.48
2.062.97

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.