Fidelity Diversified Markets Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Investment Funds III - Fidelity Diversified Markets Fund Investment Pathway 1 Acc

Category GBP Flexible Allocation
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This fund can be held in a SIPP
Last buy/sell price

113.00p

arrow-up0.80p (+0.71%)

Fund Code

IDMP

BN2BFD9

GB00BN2BFD96

Prices updated as at 02 May 2024
|
Prices in GBX
Investment objective
The Fund aims to increase the value of your investment over a period of 5 years or longer and to maintain volatility within the range of 6-8%p.a. The Fund invests globally, into a broad range of asset classes based on their risk profile. The Fund is actively managed without reference to a benchmark. The asset allocation is managed using a systematic volatility and risk management process. This typically involves increasing the Fund’s allocation to lower risk assets e.g. government bonds when market volatility rises, and increasing the allocation to higher risk assets e.g. equities, when market volatility falls.
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.

Annual charges

Product charges
0.25
0.18
No
-
0.00
0.00
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 24 Apr 2024pdf
Key Information Document / Technical Guide 26 Jan 2024pdf
Prospectus02 Jan 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Value Assessment Report 20 Oct 2023pdf
Interim Short Report 03 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.