Fidelity Multi Asset Balanced Income Fund

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

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

89.20p

arrow-down-0.07p (-0.08%)

Fund Code

LBMBI

BFYN560

GB00BFYN5605

Prices updated as at 16 Oct 2024
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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.
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.

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Please note that past performance is not a reliable indicator of future returns.

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