Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Lovewell Blake FP Inc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
87.27p
-0.13p (-0.15%)
Fund Code
LBMBI
BFYN560
GB00BFYN5605
Prices updated as at 19 Apr 2024
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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Talib Sheikh, George Efstathopoulos, Becky Qin |
| 89.75 | |
| 82.86 | |
| Fund comparative index | Not Benchmarked |
| Mixed Investment 20-60% Shares | |
| - | |
| 0.40 | |
| 0.15 | |
| 0.00 | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 11 Apr 2018 |
| £101.30m | |
| - | |
| 4.58 | |
| - | |
| Monthly |
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.
