Fidelity Mlt Asst Allctr Defesv W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.44%
  • 3 Year sharpe1.03
  • 3 Year alpha1.22
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.20%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B8YQD220

Investment Strategy

The Fund aims to increase the value of your investment over a period of 5 years or more through a portfolio providing global exposure to both lower and higher risk assets. The Fund will invest at least 70% into funds that use an ‘index tracking’ (also known as 'passive') investment management approach (these may include Funds managed by Fidelity), with the aim of pursuing a lower cost investment approach.

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