Fidelity Multi Asset Balanced Income Fund

Select share classes

Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Incomeome

Category GBP Allocation 40-60% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

96.27p

arrow-up0.09p (+0.09%)

Fund Code

NMABI

BFPC072

GB00BFPC0725

Prices updated as at 27 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerTalib Sheikh, George Efstathopoulos, Becky Qin
96.97
89.19
Fund comparative indexNot Benchmarked
Mixed Investment 20-60% Shares
-
0.40
0.14
0.00
GBP Allocation 40-60% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date22 Oct 2013
£100.38m
-
4.60
-
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.

Important Information

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