VT Balanced Portfolio Overlay Fund C Acc

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

202.694p

arrow-up0.65p (+0.32%)

Fund Code

FPBOA

BYV0VP8

GB00BYV0VP81

Prices updated as at 27 Feb 2026

Prices in GBX

Investment objective

The objective of the Fund is to maximise potential total return (i.e. capital and income growth). The Investment Manager will manage the portfolio in order to achieve its investment objective by investing in collective investment schemes such as unit trusts, OEICs and other UCITS funds and closed ended schemes. The Fund may also invest in individual stocks, bonds, and derivatives if considered appropriate to meet the investment objective.

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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 15 - 31 Dec 16	13.65	13.23
31 Dec 16 - 31 Dec 17	9.39	10.00
31 Dec 17 - 31 Dec 18	-5.81	-6.37
31 Dec 18 - 31 Dec 19	14.10	15.67
31 Dec 19 - 31 Dec 20	4.90	5.25
31 Dec 20 - 31 Dec 21	10.97	11.14
31 Dec 21 - 31 Dec 22	-7.30	-10.08
31 Dec 22 - 31 Dec 23	7.81	8.37
31 Dec 23 - 31 Dec 24	9.35	9.00
31 Dec 24 - 31 Dec 25	11.72	11.51

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.32	0.29
1 Month	2.91	2.86
3 Months	5.47	5.32
6 Months	9.87	10.11
1 Year	14.08	13.76
3 Years annualised	9.99	10.04
5 Years annualised	7.05	6.86

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.