Handelsbanken Balanced Multi Asset Fund D Income
Category GBP Allocation 60-80% Equity
Last buy/sell price
140.31p
0.50p (+0.36%)
Fund Code
B8W6B53
GB00B8W6B537
Prices updated as at 27 Dec 2024
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Not Disclosed |
| 142.43 | |
| 126.41 | |
| Fund comparative index | ICE BofA Global Corporate TR HGBP |
| Unclassified Sector | |
| - | |
| 0.73 | |
| 0.13 | |
| - | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | Handelsbanken ACD Limited |
| Share class launch date | 31 May 2013 |
| £1.34b | |
| - | |
| - | |
| - | |
| Quarterly |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
