Handelsbanken Balanced Multi Asset Fund D Income

Category GBP Allocation 60-80% Equity

Last buy/sell price

152.13p

arrow-up0.83p (+0.55%)

Fund Code

B8W6B53

GB00B8W6B537

Prices updated as at 12 Dec 2025

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/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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Not Disclosed
	153.3
	126.26
Fund comparative index	ICE BofA Global Corporate TR HGBP
	Unclassified Sector
	-
	0.76
	0.13
	-
	GBP Allocation 60-80% Equity
	No
Fund provider	Handelsbanken ACD Limited
Share class launch date	31 May 2013
	£1.34b
	-
	-
	-
	Quarterly

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.