Fidelity Investment Funds IV - Fidelity Multi Asset Income Fund Lovewell Blake FP Inc

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

80.58p

arrow-up0.00p (+0.00%)

Fund Code

LBMII

BFYN559

GB00BFYN5480

Prices updated as at 21 May 2025

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 (%)

Year	This fund	GBP Allocation 20-40% Equity
31 Mar 14 - 31 Mar 15	-	-
31 Mar 15 - 31 Mar 16	-	-
31 Mar 16 - 31 Mar 17	-	-
31 Mar 17 - 31 Mar 18	-	-
31 Mar 18 - 31 Mar 19	-	-
31 Mar 19 - 31 Mar 20	-5.48	-4.22
31 Mar 20 - 31 Mar 21	15.70	13.35
31 Mar 21 - 31 Mar 22	-1.57	0.81
31 Mar 22 - 31 Mar 23	-9.07	-5.41
31 Mar 23 - 31 Mar 24	5.14	6.31
31 Mar 24 - 31 Mar 25	3.75	3.34

Trailing returns (%)

Year	This fund	GBP Allocation 20-40% Equity
1 Day	0.54	0.16
1 Month	2.26	2.77
3 Months	-0.49	-0.56
6 Months	1.68	1.62
1 Year	3.48	3.87
3 Years annualised	0.77	2.95
5 Years annualised	1.46	2.76

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.

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Fidelity Multi Asset Income Fund