VT Cantab Balanced Fund

Select share classes

VT Cantab Balanced A GBP Acc

Category GBP Allocation 60-80% Equity


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

129.875p

arrow-up0.17p (+0.13%)

Fund Code

VTCBA

BG21143

GB00BG211431

Prices updated as at 12 Dec 2025
|
Prices in GBX

Investment objective
The investment objective of the Fund is to provide income and capital growth over the medium term (3-5 years). The Fund aims to achieve its objective by investing at least 80% in collective investment funds (which may include those managed and/or operated by the ACD) which provide exposure to a diversified portfolio of investments, including equities, bonds and alternative assets (such as commodities, property and infrastructure), It is expected that the exposure to equities will typically be between 50% and 85%.

Annual charges

Product charges
0.96
-0.02
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 08 Aug 2025pdf
Fund Provider FactSheet 31 Jul 2025pdf
Interim Report 31 Jan 2025pdf
Annual Report 31 Jul 2024pdf
Please note that service charges will also apply. Read more about our fees.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.