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Fidelity FundsNetwork – FIL FundsNetwork PortfolioManager: Balanced

Fidelity FundsNetwork

FIL FundsNetwork PortfolioManager: Balanced

Type: Oeic

Aim: Growth by investing globally in equities, bonds, property and commodities

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 30% UK equities, 25% developed market equities, 20% UK bonds, 10% global bonds, 5% emerging market equities, 5% property, 5% commodities

Isa link: Yes

Pep transfers: Yes

Charges: A shares – initial 5%, annual 1%, N shares annual 0.5%

Commission: A shares – initial up to 5%, renewal 0.5%, N shares – none

Tel: 0800 995511


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