Fidelity Allocator World Y-Accumulating

Buy/Sell Price  (as of 21/10/2016) £1.613   Day Change :  -0.06%     Fund Code:  YAWAN 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Nick Peters is Team Leader of the Equity Research team within Fidelity Solutions, as well as managing a number of Fidelity Solutions equity and multi asset funds. Nick has over 20 years investment experience and joined Fidelity in 2012 from Barclays Wealth before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University.
Investment HouseFidelity
Fund ProviderFidelity (FIL Investment SVCS (UK) Ltd)
ManagerKevin O’Nolan  
ManagerNick Peters   Biography

Fund Objective The Fund aims to provide long term capital growth by investing primarily through regulated collective investment schemes, including schemes managed by Fidelity in order to obtain exposure to global markets mainly in equities. The Fund may also invest directly in transferable securities, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.NB: It is anticipated that the Fund will mainly invest in index tracking funds with the aim of pursuing a lower cost investment approach.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £1.62
12-Month NAV Low £1.15
Fund Comparative IndexMSCI ACWI NR USD
Morningstar CategoryTMGlobal Large-Cap Blend Equity
Dividend FrequencyYearly
Historic Yield -

Annual Charges

Morningstar ratings

 as of  30/09/2016
Overall4 star
3 Years4 star
5 YearsN/A
10 YearsN/A

Growth of £1000 Help

 as of  21/10/2016

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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