VT Sinfonia Income Portfolio A Inc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
123.678p
0.372p (+0.30%)
Fund Code
SFIAI
B2R2XJ2
GB00B2R2XJ29
Prices updated as at 15 Apr 2024
Prices in GBX
Investment objective
The Fund aims to provide returns over the long term (5 years) by a combination of both income generation as well as some capital growth. The Fund will invest in a diversified portfolio of equities, fixed interest securities, 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 with a focus on UK 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 | Havard Tveit |
| 125.35 | |
| 116.18 | |
| Fund comparative index | IA Mixed Investment 0-35% Shares |
| Mixed Investment 0-35% Shares | |
| - | |
| 0.94 | |
| 0.03 | |
| 0.00 | |
| GBP Allocation 20-40% Equity | |
| No | |
| Fund provider | Tatton Investment Management Limited |
| Share class launch date | 13 Jun 2008 |
| £3.83m | |
| - | |
| 0.34 | |
| - | |
| Quarterly |
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.
