Fidelity Funds - Sustainable Multi Asset Income Fund Y-Acc-USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.2 | 3.8 | -1.1 | 1.5 | 2.2 | |
+/-Cat | -4.4 | -4.5 | 2.2 | -2.6 | -1.2 | |
+/-B’mrk | - | -4.7 | 1.4 | -5.9 | -1.2 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 03/05/2024 | USD 16.27 | |
Day Change | 0.06% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0346392219 | |
Fund Size (Mil) 31/03/2024 | USD 88.76 | |
Share Class Size (Mil) 03/05/2024 | USD 45.53 | |
Max Initial Charge | - | |
Ongoing Charge 02/02/2024 | 1.08% |
Investment Objective: Fidelity Funds - Sustainable Multi Asset Income Fund Y-Acc-USD |
The fund aims to achieve moderate capital growth over the medium to long term and provide income. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Talib Sheikh 01/01/2024 | ||
George Efstathopoulos 01/01/2024 | ||
Click here to see others | ||
Inception Date 17/03/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Multi Asset Income Fund Y-Acc-USD | 31/01/2024 |
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