Fidelity Multi Asset Defensive Y Acc

Fund
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Fund Info

  • Yield History0.63%
  • 3 Year sharpe0.86
  • 3 Year alpha0.58
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.40%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B3W9Q419

Investment Strategy

The Fund aims to provide long term growth through global exposure to lower risk assets together with some exposure to higher risk assets. The Fund provides global exposure to a diversified range of assets by primarily investing in funds. 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 Fund can also invest directly into other collective investment schemes (including schemes operated by Fidelity), 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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