Fidelity Balanced Portfolio JMA GBP Accumulation

The Fidelity Balanced Portfolio aims to grow your investment over 5 to 7 years by diversifying globally across a variety of asset types. It allocates at least 70% of its investments to a mix of funds, including global equities, emerging markets stocks, smaller company shares, and property securities, which make up 40-85% of the portfolio and represent higher-risk investments. The remaining 15-60% is invested in lower-risk assets such as global government and corporate bonds, as well as cash. Additionally, the portfolio includes alternatives and commodities through fund investments and may use derivatives to enhance returns or manage risk, providing a balanced approach between growth potential and capital preservation.