Fidelity MltAsst Income W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.43%
  • 3 Year sharpe0.61
  • 3 Year alpha-1.4
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BJ4L7S87

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 invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes. 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.

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