Fidelity MltAsst Inc & Gr W Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.45%
  • 3 Year sharpe0.54
  • 3 Year alpha-0.39
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.01%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to achieve an income yield of 4-6% 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 which will typically be in line with inflation. Any income you may receive will vary depending on the share class of the Fund into which you are invested and is not guaranteed. The Fund invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes.

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