Fidelity Funds - Sustainable Multi Asset Income Fund W-QINCG-(GBP) (GBP/USD hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 6.9 | -1.0 | |
+/-Cat | - | - | - | -0.6 | -2.9 | |
+/-B’mrk | - | - | - | -2.4 | -3.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | GBP 0.89 | |
Day Change | 0.45% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU2338037315 | |
Fund Size (Mil) 31/03/2024 | USD 88.76 | |
Share Class Size (Mil) 03/05/2024 | GBP 0.03 | |
Max Initial Charge | - | |
Ongoing Charge 02/02/2024 | 1.08% |
Investment Objective: Fidelity Funds - Sustainable Multi Asset Income Fund W-QINCG-(GBP) (GBP/USD hedged) |
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 23/02/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Multi Asset Income Fund W-QINCG-(GBP) (GBP/USD hedged) | 31/01/2024 |
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