Skip Header

Fidelity Select 50 Balanced Fund

Tom Stevenson

Tom Stevenson - Investment Director

Fidelity’s Investment Director, Tom Stevenson, speaks to the manager of Fidelity Select 50 Balanced Fund – Ayesha Akbar - to discuss the economy and markets; and the decisions she is making about the fund as a consequence.

Important information - The value of investments can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This fund invests in overseas markets and so the value of investments can be affected by changes in currency exchange rates. It also uses financial derivative instruments for investment purposes, which may expose the fund to a higher degree of risk and can cause investments to experience larger than average price fluctuations. There is also a risk that the issuers of bonds may not be able to repay the money they have borrowed or make interest payments. When interest rates rise, bonds may fall in value. Rising interest rates may cause the value of your investment to fall. Currency hedging is used to substantially reduce the risk of losses from unfavourable exchange rate movements on holdings in currencies that differ from the dealing currency. Hedging also has the effect of limiting the potential for currency gains to be made. The Fidelity Select 50 Balanced fund investment policy means it invests mainly in units in collective investment schemes. 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.

What you could do next

Aim to spread risk

The Fidelity Select 50 Balanced Fund aims to produce long-term capital growth from a globally-diversified range of assets.

View our experts' favourite funds

Our experts research thousands of funds a year. The Fidelity Select 50 is a list of their favourites.

Be prepared

Market volatility can feel like an investor's worst nightmare. But if you take a few simple steps to prepare, you can keep a calm head when it arrives.