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
74.95p
-0.40p (-0.53%)
Fund Code
FPRGP
BN2BFH3
GB00BN2BFH35
Prices updated as at 24 Dec 2024
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 |
|---|---|---|
| 30 Sep 13 - 30 Sep 14 | - | - |
| 30 Sep 14 - 30 Sep 15 | - | - |
| 30 Sep 15 - 30 Sep 16 | - | - |
| 30 Sep 16 - 30 Sep 17 | - | - |
| 30 Sep 17 - 30 Sep 18 | - | - |
| 30 Sep 18 - 30 Sep 19 | - | - |
| 30 Sep 19 - 30 Sep 20 | - | - |
| 30 Sep 20 - 30 Sep 21 | -3.81 | -1.84 |
| 30 Sep 21 - 30 Sep 22 | -26.13 | -20.46 |
| 30 Sep 22 - 30 Sep 23 | -0.28 | 2.53 |
| 30 Sep 23 - 30 Sep 24 | 9.57 | 9.21 |
Trailing returns (%)
| Year | This fund | GBP Diversified Bond |
|---|---|---|
| 1 Day | -0.53 | -0.25 |
| 1 Month | -1.54 | -0.36 |
| 3 Months | -3.48 | -1.46 |
| 6 Months | -1.49 | 1.02 |
| 1 Year | -3.46 | 1.50 |
| 3 Years annualised | -8.54 | -3.20 |
| 5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
