Handelsbanken Cautious Multi Asset Fund D Income
Category GBP Allocation 40-60% Equity
Last buy/sell price
112.56p
-1.00p (-0.88%)
Fund Code
B8W69T3
GB00B8W69T33
Prices updated as at 03 Apr 2025
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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 cautious 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 7.20 | 9.51 |
31 Mar 15 - 31 Mar 16 | -2.51 | -2.54 |
31 Mar 16 - 31 Mar 17 | 10.02 | 13.31 |
31 Mar 17 - 31 Mar 18 | 0.22 | 0.88 |
31 Mar 18 - 31 Mar 19 | 2.16 | 2.72 |
31 Mar 19 - 31 Mar 20 | -4.61 | -7.15 |
31 Mar 20 - 31 Mar 21 | 14.04 | 20.92 |
31 Mar 21 - 31 Mar 22 | 2.91 | 2.71 |
31 Mar 22 - 31 Mar 23 | -6.16 | -5.52 |
31 Mar 23 - 31 Mar 24 | 5.49 | 8.45 |
31 Mar 24 - 31 Mar 25 | 2.38 | 3.47 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | -0.15 | 0.16 |
1 Month | -2.49 | -2.05 |
3 Months | -0.79 | 0.03 |
6 Months | -0.91 | -0.10 |
1 Year | 2.23 | 3.72 |
3 Years annualised | 0.46 | 2.11 |
5 Years annualised | 3.75 | 5.81 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.