Handelsbanken Balanced Multi Asset Fund I Income

Category GBP Allocation 60-80% Equity

Last buy/sell price

166.91p

arrow-up0.25p (+0.15%)

Fund Code

B4NX047

GB00B4NX0471

Prices updated as at 22 Jan 2025

Prices in GBX

Investment objective

The Sub-fund aims to grow investment over the long term (five years or more) through a combination of income and capital growth after all costs and charges have been taken. The Sub-fund aims to deliver this return with a balanced risk profile. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk. To invest, directly and indirectly, in the following assets: equities, bonds, property, hedge funds, commodities, loans, cash, deposits and money market instruments. The Sub-fund’s allocation to bonds may include corporate bonds, government bonds and high yield bonds.

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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	0.00	2.31
31 Dec 15 - 31 Dec 16	11.06	13.23
31 Dec 16 - 31 Dec 17	6.97	10.00
31 Dec 17 - 31 Dec 18	-6.04	-6.37
31 Dec 18 - 31 Dec 19	10.97	15.67
31 Dec 19 - 31 Dec 20	9.30	5.25
31 Dec 20 - 31 Dec 21	8.53	11.14
31 Dec 21 - 31 Dec 22	-10.31	-10.08
31 Dec 22 - 31 Dec 23	5.09	8.37
31 Dec 23 - 31 Dec 24	9.31	9.00

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.03	0.09
1 Month	3.52	3.35
3 Months	2.40	2.46
6 Months	6.19	5.24
1 Year	14.53	13.53
3 Years annualised	3.24	4.03
5 Years annualised	4.38	4.64

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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