Fidelity MltAsst Open Gr Y Acc

Fund

Fund Info

  • Yield History3.41%
  • 3 Year sharpe1.04
  • 3 Year alpha-0.67
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.35%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B83G9L40

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 Y share class. There is no guarantee that the target will be achieved by the Fund. The Fund typically has exposure to higher risk investments meaning that there is a risk of short-term price fluctuations and an investor may not get back the full amount invested.

Latest news

Currently there for this fund. Visit our news hub for other news .