Courtiers Total Return Balanced Risk Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.393
£0.016 (+0.67%)
Fund Code
COTBA
B1P2K63
GB00B1P2K632
Prices updated as at 27 Mar 2024
Prices in GBP
Investment objective
The Fund seeks to achieve a total return comprised of income and capital growth, over 5 years. The Fund aims to achieve its objective through an actively managed portfolio of different assets held within the Fund. The above time horizon is not a recommendation to sell the investment at the end of that minimum period. There is no guarantee that the Fund will achieve its objective over any particular period or at all.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Gary Reynolds, James Timpson |
2.39 | |
2.09 | |
Fund comparative index | IA Mixed Investment 40-85% Shares |
Mixed Investment 40-85% Shares | |
- | |
1.65 | |
0.03 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | COURTIERS Asset Management Ltd |
Share class launch date | 05 Mar 2007 |
£443.37m | |
- | |
- | |
- | |
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.