Handelsbanken Balanced Multi Asset Fund I Income

Category GBP Allocation 60-80% Equity

Last buy/sell price

187.57p

arrow-down-0.40p (-0.21%)

Fund Code

B4NX047

GB00B4NX0471

Prices updated as at 15 May 2026

Prices in GBX

Investment objective

The Sub-fund aims to grow investment over the long term (five years or more) through a combination of income and capital growth after all costs and charges have been taken. The Sub-fund aims to deliver this return with a balanced risk profile. There is no guarantee that the objective will be met or that a positive return will be delivered over any time period and capital is at risk. To invest, directly and indirectly, in the following assets: equities, bonds, property, hedge funds, commodities, loans, cash, deposits and money market instruments. The Sub-fund’s allocation to bonds may include corporate bonds, government bonds and high yield bonds.

Important documents: Please ensure that you have read the Key Information Document/Product Summary Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Mar 15 - 31 Mar 16	-5.24	-2.93
31 Mar 16 - 31 Mar 17	15.50	17.37
31 Mar 17 - 31 Mar 18	0.24	1.40
31 Mar 18 - 31 Mar 19	1.58	3.97
31 Mar 19 - 31 Mar 20	-7.58	-8.04
31 Mar 20 - 31 Mar 21	26.95	26.61
31 Mar 21 - 31 Mar 22	2.87	5.02
31 Mar 22 - 31 Mar 23	-5.22	-4.73
31 Mar 23 - 31 Mar 24	7.94	10.39
31 Mar 24 - 31 Mar 25	3.00	3.05
31 Mar 25 - 31 Mar 26	12.90	10.55

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.33	0.38
1 Month	3.26	2.84
3 Months	3.60	2.70
6 Months	7.05	5.58
1 Year	20.40	16.55
3 Years annualised	10.31	10.35
5 Years annualised	5.38	6.30

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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