Fidelity Select 50 Balanced PI
Latest (Mid) Price:
GBX 115.10
Day Change:
-0.78%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.24 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 119,000,000.00 | Launch Date | 07/02/2018 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.24 |
| ISIN | GB00BF8DCB08 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 1.2400 (on 20/01/2021) |
Fund Objective
The aim of the Fund is to increase the value of your investment over a period of 5 years or more from global exposure to a diversified range of assets.
Fund Managers
Ayesha Akbar
Ayesha Akbar joined Fidelity in 2008 as a portfolio manager, having previously worked in a Multi-Manager capacity at Barclays Wealth and the Abu Dhabi Investment Authority. Ayesha received an MSc in Accounting & Finance and a BSc in Economics, both from the London School of Economics and is a CFA Charterholder.
Chris Forgan
Chris Forgan joined Fidelity in 2017 as a Portfolio Manager for Fidelity Multi Asset. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell in 1997.Chris has a BA (Hons) Marketing Administration from the University of Northumbria.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
