Fidelity MltAsst Bal Inc W Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.65%
  • 3 Year sharpe0.51
  • 3 Year alpha-1.35
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 0-35% Shares
  • 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. Any income you may receive will vary depending on the share class of the Fund into which you are invested. 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).

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