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

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

96.09p

arrow-up0.55p (+0.58%)

Fund Code

NMABI

BFPC072

GB00BFPC0725

Prices updated as at 22 Nov 2024

Prices in GBX

Investment objective

The Fund aims to achieve an income yield of 3-5% per annum over a typical market cycle (5-7 years). The Fund also aims to increase the value of investor's investment over a period of 5 years or more. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, equities and alternative investments). Alternative investments may include infrastructure securities and real estate. 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Talib Sheikh, George Efstathopoulos, Becky Qin
	96.62
	91.46
Fund comparative index	Not Benchmarked
	Mixed Investment 20-60% Shares
	-
	0.40
	0.17
	0.00
	GBP Allocation 40-60% Equity
	No
Fund provider	FIL Investment Services (UK) Ltd
Share class launch date	22 Oct 2013
	£99.20m
	-
	4.81
	-
	Monthly

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.

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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Fidelity Multi Asset Balanced Income Fund