SVS Brooks Macdonald Balanced

Select share classes
There is only one type of share class for this fund.

SVS Brooks Macdonald Blueprint Balanced A Acc

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

286.60p

arrow-down-0.30p (-0.10%)

Fund Code

BMBAA

B054QF3

GB00B054QF32

Prices updated as at 18 Apr 2024
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Prices in GBX
Investment objective
The Sub-Fund aims to provide a combination of capital growth and income over the long term (at least five years). The Sub-Fund will invest at least 70% in a range of open and closed-ended funds to obtain an exposure to a mix of fixed income securities, shares and alternatives assets. The Sub-Fund is actively managed and the allocation between the fixed income securities, shares and alternative assets in which the Sub-Fund invests will vary in response to short term market conditions. However, the Fund will maintain a balance between fixed income securities, shares and alternatives assets, with the allocation to shares remaining within a 40-85% range.
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 statusOpen
Fund typeOpen Ended Investment Company
Fund managerMark Shields, Frank Atkins
292.3
260
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
1.06
0.13
0.00
GBP Allocation 60-80% Equity
No
Fund providerBrooks Macdonald Asset Management Ltd
Share class launch date20 Dec 2004
£162.99m
-
1.41
-
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

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.