Fidelity Investment Funds III - Fidelity Diversified Markets Fund Investment Pathway 1 Acc

Category GBP Flexible Allocation


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This fund can be held in a SIPP
Last buy/sell price

120.90p

arrow-up1.10p (+0.92%)

Fund Code

IDMP

BN2BFD9

GB00BN2BFD96

Prices updated as at 23 Dec 2024
|
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.

Annual charges

Product charges
0.25
0.16
No
-
0.00
0.00
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 12 Dec 2024pdf
Prospectus19 Nov 2024pdf
Value Assessment Report 30 Oct 2024pdf
Annual Reports 30 Apr 2024pdf
Interim Short Report 30 Apr 2024pdf
Key Information Document / Technical Guide 26 Jan 2024pdf
Annual Short Report 31 Oct 2023pdf
Please note that service charges will also apply. Read more about our fees.


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