WS Doherty Balanced Managed Fund B GBP Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
170.60p
-1.72p (-1.00%)
Fund Code
TDBMA
B92M716
GB00B92M7160
Prices updated as at 17 Apr 2024
Prices in GBX
Investment objective
The Balanced Managed Fund aims to achieve capital growth in excess of the Consumer Prices Index plus 3% per annum over 5-year Rolling Periods whilst maintaining a relatively controlled level of volatility.The Fund invests in a range of collective investment schemes (“funds”) that are exposed to a range of asset classes on a global basis. The Investment Manager’s bias is towards actively managed funds although the Fund may also invest in passively managed funds (e.g. index tracking funds). The funds may include those managed or operated by the ACD and its associates.
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 | Gavin Curran |
| 174.79 | |
| 155.33 | |
| Fund comparative index | UK CPI |
| Mixed Investment 40-85% Shares | |
| - | |
| 2.10 | |
| 0.23 | |
| 0.00 | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | Doherty PIC Limited (T.Bailey) |
| Share class launch date | 24 Dec 2012 |
| £12.48m | |
| - | |
| 0.24 | |
| - | |
| 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.
