Prima Balanced Fund Acc

The objective of the fund is to provide capital growth and income over a minimum holding period of 4 years, although there is no guarantee that this objective will be achieved and investors should be aware that capital and income distributed are at risk.

The fund will invest a minimum of 70% in regulated collective investment schemes across various asset classes, economic sectors, and geographic areas. Additionally, the fund may directly invest up to 30% in shares, bonds, cash, near cash instruments, investment trusts, REITs, and structured products. The overall exposure to shares will be between 40% and 85%, with a strategic asset allocation that may change gradually over time based on market conditions.

Investors should be aware that the fund is actively managed, meaning that the manager selects investments rather than tracking an index. The use of derivatives and/or hedging transactions is permitted for Efficient Portfolio Management. Additionally, investors should consider that the fund may not be suitable for those planning to withdraw their money within 4 years.

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BKWHS824-prima-balanced-fund-acc/performance