FNW Fidelity Multi Asset Income Life Fund

Category GBP Allocation 20-40% Equity
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Last buy/sell price

141.30p

arrow-up0.10p (+0.07%)

Fund Code

B3KN571

GB00B3KN5716

Prices updated as at 26 Mar 2025
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Prices in GBX
Investment objective
The Fund aims to achieve an income yield of 4-6% per annum over a typical market cycle (5-7 years). The Fund invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
-2.09-4.26
0.710.80
-1.64-1.06
81.6768.83
-0.08-0.84
3.216.48
1.823.77


Important Information

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