Evelyn Balanced Portfolio

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Evelyn Balanced Portfolio Clean GBP Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.1694

arrow-up£0.004 (+0.37%)

Fund Code

TIBCA

BFY1NH1

IE00BFY1NH18

Prices updated as at 16 May 2024
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Prices in GBP
Investment objective
The aim of the Fund is to deliver income and capital growth over the longer term. The Fund intends to invest in a range of assets through investing in professionally managed collective investment schemes (CIS) subject to the Investment Restrictions in the Prospectus unless otherwise stated in this Supplement.
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.

Growth of 1,000 as of 20 May 2024, 00:05

Trailing returns (%) as of 20 May 2024, 00:05

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 159.659.51
31 Mar 15 - 31 Mar 16-0.34-2.54
31 Mar 16 - 31 Mar 1710.0413.31
31 Mar 17 - 31 Mar 18-0.88
31 Mar 18 - 31 Mar 193.802.72
31 Mar 19 - 31 Mar 20-6.48-7.15
31 Mar 20 - 31 Mar 2115.6320.92
31 Mar 21 - 31 Mar 224.462.71
31 Mar 22 - 31 Mar 23-0.94-5.52
31 Mar 23 - 31 Mar 2410.068.45

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.370.30
1 Month2.433.02
3 Months2.894.01
6 Months8.538.65
1 Year10.369.33
3 Years annualised4.251.66
5 Years annualised4.103.37
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.