Fidelity MltAsst Bal Inc W Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.72%
  • 3 Year sharpe0.15
  • 3 Year alpha-1.61
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.40%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BFPC0725

Investment Strategy

The Fund aims to achieve an income yield of 3-5% per annum over a typical market cycle (5-7 years). The Fund also aims to increase the value of your investment over a period of 5 years or more. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, equities and alternative investments). Alternative investments may include infrastructure securities and real estate. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. The Fund is actively managed without reference to a benchmark.

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