Handelsbanken Defensive Multi Asset Fund D Accumulation

Category GBP Allocation 20-40% Equity

Last buy/sell price

128.10p

arrow-up0.33p (+0.26%)

Fund Code

B8W6BC0

GB00B8W6BC09

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Sub-fund aims to grow investor's 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 defensive 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled

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Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

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.