Fidelity Multi Asset Balanced Income Fund

Select share classes

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

Category GBP Allocation 40-60% Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

95.29p

arrow-down-0.14p (-0.15%)

Fund Code

NMABI

BFPC072

GB00BFPC0725

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 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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearLowBelow Average
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5 - yearLowAverage
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10 - yearBelow AverageBelow Average
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OverallBelow AverageBelow Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-2.01-3.32-3.33
0.810.780.95
-1.66-0.95-0.94
84.8373.3278.14
0.43-0.37-0.06
4.206.838.32
1.863.803.91


Important Information

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