Fidelity Investment Funds III - Fidelity Diversified Markets Fund Investment Pathway 1 Acc
Category GBP Flexible Allocation
This fund can be held in a SIPP
Last buy/sell price
117.30p
-0.50p (-0.42%)
Fund Code
IDMP
BN2BFD9
GB00BN2BFD96
Prices updated as at 06 May 2025
Prices in GBX
Investment objective
The Fund aims to increase the value of your investment over a period of 5 years or longer and to maintain volatility within the range of 6-8%p.a. The Fund invests globally, into a broad range of asset classes based on their risk profile. The Fund is actively managed without reference to a benchmark. The asset allocation is managed using a systematic volatility and risk management process. This typically involves increasing the Fund’s allocation to lower risk assets e.g. government bonds when market volatility rises, and increasing the allocation to higher risk assets e.g. equities, when market volatility falls.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Flexible Allocation |
---|---|---|
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 | - | - |
31 Mar 20 - 31 Mar 21 | - | - |
31 Mar 21 - 31 Mar 22 | 1.73 | 3.07 |
31 Mar 22 - 31 Mar 23 | -4.25 | -6.62 |
31 Mar 23 - 31 Mar 24 | 13.03 | 7.37 |
31 Mar 24 - 31 Mar 25 | 3.41 | 3.14 |
Trailing returns (%)
Year | This fund | GBP Flexible Allocation |
---|---|---|
1 Day | - | -0.07 |
1 Month | 1.73 | 1.24 |
3 Months | -4.31 | -3.28 |
6 Months | -0.42 | 0.17 |
1 Year | 4.06 | 4.51 |
3 Years annualised | 4.58 | 2.65 |
5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.