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

84.97p

arrow-down-0.12p (-0.14%)

Fund Code

NMAI

BFPC050

GB00BFPC0501

Prices updated as at 28 Mar 2025
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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.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Dec 14 - 31 Dec 150.880.93
31 Dec 15 - 31 Dec 1611.058.70
31 Dec 16 - 31 Dec 175.104.87
31 Dec 17 - 31 Dec 18-2.16-3.88
31 Dec 18 - 31 Dec 1911.309.08
31 Dec 19 - 31 Dec 202.913.83
31 Dec 20 - 31 Dec 212.573.45
31 Dec 21 - 31 Dec 22-13.41-10.28
31 Dec 22 - 31 Dec 233.596.28
31 Dec 23 - 31 Dec 244.124.93

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day-0.14-0.09
1 Month-0.81-1.28
3 Months1.540.48
6 Months1.300.26
1 Year4.053.58
3 Years annualised0.281.51
5 Years annualised2.603.49
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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