Handelsbanken Income Multi Asset Fund D Accumulation

Category GBP Allocation 40-60% Equity

Last buy/sell price

113.99p

arrow-down-0.06p (-0.05%)

Fund Code

BF943J7

GB00BF943J72

Prices updated as at 24 Jan 2025

Prices in GBX

Investment objective

The Sub-fund aims to provide income whilst growing investment over the long term (five years or more) 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.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-3.49	-5.48
31 Dec 18 - 31 Dec 19	7.81	12.41
31 Dec 19 - 31 Dec 20	3.13	4.08
31 Dec 20 - 31 Dec 21	8.15	8.07
31 Dec 21 - 31 Dec 22	-10.80	-10.46
31 Dec 22 - 31 Dec 23	2.04	7.53
31 Dec 23 - 31 Dec 24	6.36	6.74

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	-0.12	0.10
1 Month	1.88	2.26
3 Months	0.83	1.92
6 Months	3.92	4.00
1 Year	9.10	10.11
3 Years annualised	-0.12	2.32
5 Years annualised	1.59	3.04

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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