Fidelity Multi Asset Income Fund

Select share classes

Fidelity Investment Funds IV - Fidelity Multi Asset Income Fund Lovewell Blake FP Inc

Category GBP Allocation 20-40% Equity


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

82.49p

arrow-up0.10p (+0.12%)

Fund Code

LBMII

BFYN559

GB00BFYN5480

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 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 typeOpen Ended Investment Company
Fund managerTalib Sheikh, George Efstathopoulos, Becky Qin
84.31
76.9
Fund comparative indexNot Benchmarked
Mixed Investment 0-35% Shares
-
0.80
0.16
0.00
GBP Allocation 20-40% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date11 Apr 2018
£763.24m
5.87
-
-
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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