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

119.80p

arrow-down-0.30p (-0.25%)

Fund Code

IDMP

BN2BFD9

GB00BN2BFD96

Prices updated as at 20 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.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Rahul Srivatsa
	123
	107.5
Fund comparative index	SONIA
	-
	-
	0.25
	0.16
	0.00
	GBP Flexible Allocation
	No
Fund provider	FIL Investment Services (UK) Ltd
Share class launch date	09 Sep 2020
	£230.25m
	-
	-
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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