Fidelity Multi Asset Income & Growth Fund

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

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

104.00p

arrow-up0.60p (+0.58%)

Fund Code

NMAIN

BFPC0C7

GB00BFPC0C71

Prices updated as at 08 May 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 also aims to increase the value of investor's investment over a period of 5 years or more which will typically be in line with inflation. 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. The Fund is actively managed without reference to a benchmark.
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.
Company name
FIL Investment Services (UK) Ltd
Fund launch date
22 Oct 2013
Domicile
United Kingdom
UCITS
Yes
Fund manager
George Efstathopoulos
Manager start date
25 Feb 2016
Fund manager biography
Fund manager
Talib Sheikh
Manager start date
01 Jan 2024
Fund manager biography
Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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