VT Sinfonia Balanced Managed Portfolio A Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
239.174p
0.369p (+0.15%)
Fund Code
SFBAA
B2R2YJ9
GB00B2R2YJ93
Prices updated as at 28 Mar 2024
Prices in GBX
Investment objective
The Fund aims to provide returns over the medium to long term (3 - 5 years) by a combination of both capital growth and income generation. The Fund will invest in a diversified portfolio of fixed interest securities and equities as well as warrants and money market instruments primarily (at least 70%) through investment in a portfolio of collective investment schemes (which may include those managed and/or advised by the Authorised Corporate director (VT) or Investment Manager). The Fund will typically be invested in a global portfolio of assets and may focus on UK and European assets.
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 | Adrian Mollison, Adam Gage |
239.61 | |
211.34 | |
Fund comparative index | IA Mixed Investment 40-85% Shares |
Mixed Investment 40-85% Shares | |
- | |
0.95 | |
0.02 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | Tatton Investment Management Limited |
Share class launch date | 13 Jun 2008 |
£19.53m | |
- | |
0.28 | |
- | |
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.