Fidelity Select 50 Balanced Fund PI Accumulation Shares
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
125.80p
-0.20p (-0.16%)
Fund Code
SBPIA
BF8DCB0
GB00BF8DCB08
Prices updated as at 14 Nov 2024
Prices in GBX
Investment objective
The aim of the Fund is to increase the value of investors investment over a period of 5 years or more from global exposure to a diversified range of assets. The Fund invests at least 80% into a portfolio of funds from the Fidelity Select 50 list of funds (which may include funds managed by Fidelity).
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 | Chris Forgan, Ayesha Akbar |
127.5 | |
114.3 | |
Fund comparative index | IA Mixed Investment 20-60% Shares |
- | |
- | |
1.15 | |
0.01 | |
0.00 | |
GBP Allocation 40-60% Equity | |
No | |
Fund provider | FIL Investment Services (UK) Ltd |
Share class launch date | 07 Feb 2018 |
£135.25m | |
- | |
- | |
- | |
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.