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
75.16p
0.06p (+0.08%)
Fund Code
FPRGP
BN2BFH3
GB00BN2BFH35
Prices updated as at 21 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 | -0.97 | -0.37 |
| 1 Month | -0.36 | 0.80 |
| 3 Months | -0.95 | 0.14 |
| 6 Months | -0.81 | 1.26 |
| 1 Year | -0.74 | 2.92 |
| 3 Years annualised | -4.40 | 0.17 |
| 5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
