MGTS Wealth Solutions ICVC Wealth Solutions Balanced Fund GBP Acc

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

146.58p

arrow-up1.08p (+0.74%)

Fund Code

MRWPA

BLCVQY3

GB00BLCVQY34

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The objective of the MGTS Wealth Solutions Balanced Fund is to provide a balance of capital growth and income over 4 years (investors should also consider this to be the minimum recommended holding period). The fund is actively managed and therefore the investment manager decides which investments to buy or sell, and when.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Algernon Percy, James Mee, Luke Smith, Matthew Parkinson
	148.05
	122.74
Fund comparative index	IA Mixed Investment 40-85% Shares
	Mixed Investment 40-85% Shares
	-
	0.89
	0.21
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	W1M Investment Management Limited
Share class launch date	06 Jul 2020
	£27.87m
	-
	1.45
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.

MGTS Wealth Solutions Balanced