Fidelity MltAsst Open Str W Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.63%
  • 3 Year sharpe0.72
  • 3 Year alpha0.21
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.02%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00BC9S3B08

Investment Strategy

This Fund targets an average annual return of 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 both higher risk investments (such as global equities, global emerging market equities, global smaller companies and global property securities) and lower risk investments (such as debt instruments including global government bonds, global corporate bonds and cash) meaning that there is a moderate risk of capital losses and an investor may not get back the full amount invested.

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