Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Investment Pathway 3 Acc
Category GBP Allocation 40-60% Equity
This fund can be held in a SIPP
Last buy/sell price
119.90p
0.20p (+0.17%)
Fund Code
NMABP
BN2BFF1
GB00BN2BFF11
Prices updated as at 02 Apr 2026
Prices in GBX
Investment objective
The Fund aims to achieve an income yield of 3-5% per annum over a typical market cycle (5-7 years). The Fund also aims to increase the value of investor's investment over a period of 5 years or more. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, equities and alternative investments). Alternative investments may include infrastructure securities and real estate. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
FIL Investment Services (UK) Ltd
Fund launch date
22 Oct 2013
Domicile
United Kingdom
UCITS
Yes
Lead manager
Becky Qin
Lead manager start date
01 Jan 2024
Lead fund manager biography
Fund manager
Mario Baronci
Manager start date
01 Apr 2026
Fund manager biography
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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