Fidelity Select 50 Balanced Fund
Important information - the value of investments can go down as well as up, so you may get back less than you invest. Please remember this is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Expert fund picks in one investment
Fidelity Select 50 Balanced Fund offers you a way to benefit from the expertise that underpins Select 50, without having to research lots of funds yourself before you make your choice. It predominantly holds a selection of investments from our Select 50 list, along with a number of other carefully chosen funds.
Helping you to achieve your goals
Fidelity Select 50 Balanced Fund is actively managed by the Portfolio Manager, Ayesha Akbar, who uses her years of experience and industry knowledge to decide how and where to invest. The fund’s aim is a globally diversified portfolio to help you achieve capital growth over the long term, although this is not guaranteed.
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Freedom and flexibility
Ayesha has the freedom to invest a portion of the fund in funds that aren’t on Select 50 if she thinks they have more potential or offer something that isn’t available on the list. This gives her the flexibility to move money between a variety of asset classes, which includes shares, bonds, property, commodities, and cash.
Clear and straightforward pricing
The ongoing fund charge is 1.15%. This pays for Ayesha's expertise, plus the charges on the funds she chooses (apart from Fidelity funds, where we rebate the cost). You also pay our service fee.
Open an account
If you don’t already have an account with us, you can open an ISA, SIPP or Investment Account with a £1,000 lump sum or set up a regular savings plan from as little as £25.
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Important information - this fund invests in overseas markets and so the value of investments can be affected by changes in currency exchange rates. This fund 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 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.
