Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund Investment Pathway 2 ACC
Category GBP Diversified Bond
This fund can be held in a SIPP
Last buy/sell price
76.71p
-0.07p (-0.09%)
Fund Code
FPRGP
BN2BFH3
GB00BN2BFH35
Prices updated as at 02 May 2025
|
Prices in GBX
Investment objective
The Fund aims to deliver an income and has the potential to increase the value of investor's investment. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) investment grade debt instruments. The Fund is actively managed. The Investment Manager identifies suitable investment opportunities for the Fund, utilising in-house research and investment capability.
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 Diversified Bond |
|---|---|---|
| 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 | -5.41 | -4.86 |
| 31 Mar 22 - 31 Mar 23 | -16.74 | -11.05 |
| 31 Mar 23 - 31 Mar 24 | 2.15 | 3.46 |
| 31 Mar 24 - 31 Mar 25 | -0.94 | 1.63 |
Trailing returns (%)
| Year | This fund | GBP Diversified Bond |
|---|---|---|
| 1 Day | -0.09 | -0.02 |
| 1 Month | 1.36 | 0.75 |
| 3 Months | 0.83 | 0.98 |
| 6 Months | 1.29 | 2.12 |
| 1 Year | 2.95 | 5.02 |
| 3 Years annualised | -4.22 | 0.08 |
| 5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
