Fidelity Multi Asset Strategic N Acc

Fund

Fund Info

  • Yield History1.31%
  • 3 Year sharpe1.09
  • 3 Year alpha0.61
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B6Y88304

Investment Strategy

The Fund aims to provide long term capital growth through global exposure to a balance of lower and 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.