FNW Fidelity Multi Asset Income Life Fund

Category GBP Allocation 20-40% Equity


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Last buy/sell price

135.10p

arrow-down0.00p (-0.29%)

Fund Code

B3KN571

GB00B3KN5716

Prices updated as at 19 Apr 2024
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Prices in GBX

Investment objective
The Fund aims to achieve an income yield of 4-6% per annum over a typical market cycle (5-7 years). The Fund invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes. 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.

Fund statusOpen
Fund typeInsured
Fund managerTalib Sheikh, George Efstathopoulos, Becky Qin
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Fund comparative indexNot Benchmarked
Mixed Investment 0-35% Shares
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1.55
0.16
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GBP Allocation 20-40% Equity
No
Fund providerFidelity FundsNetwork
Share class launch date11 Jun 2007
£761.17m
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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

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.