Fidelity MltAsst Open Adv W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.97%
  • 3 Year sharpe0.70
  • 3 Year alpha0.39
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.07%
  • IA SectorFlexible Investment
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BC7GXM70

Investment Strategy

This Fund targets an average annual return of 6.5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The Fund provides global exposure to a diversified range of assets (including bonds, equities, alternatives and commodities) by investing at least 70% into funds (including those operated by Fidelity). The Fund typically invests more than 65% in sub-funds of an Irish UCITS fund (Fidelity Common Contractual Fund II) operated by Fidelity which subsequently utilise the experience and specialisms of a number of investment managers (which may include Fidelity) to manage the underlying assets. The exposure may be less than 65% depending on market conditions.

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