Fidelity Multi Asset Income Fund

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Fidelity Investment Funds IV - Fidelity Multi Asset Income Fund W Income

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

85.40p

arrow-up0.00p (+0.00%)

Fund Code

NMAI

BFPC050

GB00BFPC0501

Prices updated as at 28 Jun 2024
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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.

Growth of 1,000 as of 29 Jun 2024, 12:06

Trailing returns (%) as of 29 Jun 2024, 12:06

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Mar 13 - 31 Mar 143.522.30
31 Mar 14 - 31 Mar 159.278.32
31 Mar 15 - 31 Mar 16-0.61-1.42
31 Mar 16 - 31 Mar 1712.789.72
31 Mar 17 - 31 Mar 18-0.940.24
31 Mar 18 - 31 Mar 195.512.12
31 Mar 19 - 31 Mar 20-5.66-4.22
31 Mar 20 - 31 Mar 2115.5313.35
31 Mar 21 - 31 Mar 22-1.610.81
31 Mar 22 - 31 Mar 23-9.10-5.41
31 Mar 23 - 31 Mar 245.146.31

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day-0.03
1 Month-0.370.60
3 Months-0.040.73
6 Months1.752.37
1 Year6.867.87
3 Years annualised-3.14-0.28
5 Years annualised-0.191.51
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.