Skip Header

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 an authorised financial adviser.

None

Our experts’ favourite funds in one investment

Consider Fidelity Select 50 Balanced Fund. This could give 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.

The single fund predominantly holds a wide selection of our experts’ favourites - mostly from our Select 50 list, but a small percentage of other funds are featured too.

Helping you to achieve your goals

Fidelity Select 50 Balanced Fund is actively managed; the fund manager uses their 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 to achieve capital growth over the long term, although this is not guaranteed.

View factsheet
None

Freedom and flexibility

Our experts have the freedom to invest outside of Select 50. The more choice, the more opportunity for growth potential, although this is not guaranteed.

This gives them the flexibility to move money between a variety of asset classes, which includes: shares, bonds, property, commodities and cash.

Expert management

Meet the fund manager, Ayesha Akbar. Ayesha is highly-experienced and a member of the Fidelity Multi Asset team. 

Along with over 10 years of investment experience in the UK and UAE, Ayesha has an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. 

In this short video, Ayesha talks to our Investment Director Tom Stevenson about Fidelity Select 50 Balanced Fund in more detail.

Clear and simple pricing

The ongoing charge is 1.24%. 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.

Tom Stevenson on the thinking behind the fund

Our Investment Director Tom Stevenson explains more on why we launched Fidelity Select 50 Balanced Fund, who it might interest and the fund’s objectives.

Read Tom Stevenson's full article
None

Invest today

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 £50.

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. There are just a few fixed limits for the three core elements in the fund. These are 30% to 70% for shares, 20% to 60% for bonds and 0% to 20% for cash.’