Fidelity Multi Asset Income Fund

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

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

80.09p

arrow-up0.08p (+0.10%)

Fund Code

LBMII

BFYN559

GB00BFYN5480

Prices updated as at 02 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 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 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 2115.7013.35
31 Mar 21 - 31 Mar 22-1.570.81
31 Mar 22 - 31 Mar 23-9.07-5.41
31 Mar 23 - 31 Mar 245.146.31
31 Mar 24 - 31 Mar 253.753.34

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.100.22
1 Month-0.090.03
3 Months-0.78-1.28
6 Months1.741.14
1 Year4.754.89
3 Years annualised0.091.94
5 Years annualised1.662.68
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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