Fidelity Multi Asset Strategic Fund

Multi Asset Strategic Fund is specifically designed to perform in all market conditions and is perfectly positioned to act as the cornerstone of any portfolio.

Unlike more conventionally managed products, it shifts asset allocation and underlying equity exposure to reflect the most appropriate mix for any given point in the economic cycle. 

This cautiously managed ‘all-terrain’ investment brings multi-level diversification through exposure to five asset classes: cash, bonds, equities, property and commodities.

To determine the asset mix, Portfolio Manager Trevor Greetham studies the  economic cycle and utilises Fidelity's investment clock, providing an intuitive way of relating the economic cycle to asset rotation and sector strategy.

Key benefits

  • Asset allocation changes dynamically 
  • Cautiously managed
  • Returns derived from capital growth and income
  • Utilises the experience of Fidelity's Asset Allocation Group (AAG)
  • The fund is available within the Fidelity Regular Withdrawal Facility
Fidelity Fund Bulletin (PDF)
Fund Essentials (PDF)
Fund brochure (PDF)
Morningstar factsheet 
Investment clock update (PDF)

 

ISA, SIPP, personal pensions, investments: Fidelity.co.uk
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