Fidelity MltAsst Open Gr W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.05%
  • 3 Year sharpe0.68
  • 3 Year alpha0.74
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.11%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BC7GXL63

Investment Strategy

This Fund targets an average annual return of 5.5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund. 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 has exposure to higher risk investments (such as global equities, global emerging market equities, global smaller companies and global property securities) meaning that there is a risk of short-term price fluctuations and an investor may not get back the full amount invested.

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