Fidelity Multi Asset Income & Growth Fund

Select share classes

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

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

119.70p

arrow-up0.40p (+0.34%)

Fund Code

NMIGA

BJ4L7X3

GB00BJ4L7X31

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 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskLow
Morningstar rating
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10 - year
Morningstar returnBelow Average
Morningstar riskLow
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskLow
Morningstar rating
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Potentially higher returns

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



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