Fidelity Funds - Sustainable Multi Asset Income Fund A (AD) USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.9 | 3.1 | -1.8 | 0.8 | 2.9 | |
+/-Cat | -5.1 | -5.2 | 1.5 | -3.3 | -1.5 | |
+/-B’mrk | - | -5.4 | 0.7 | -6.6 | -1.9 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 26/04/2024 | USD 18.12 | |
Day Change | 0.57% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0138981039 | |
Fund Size (Mil) 31/03/2024 | USD 88.76 | |
Share Class Size (Mil) 26/04/2024 | USD 19.75 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 02/02/2024 | 1.78% |
Investment Objective: Fidelity Funds - Sustainable Multi Asset Income Fund A (AD) USD |
The fund aims to achieve moderate capital growth over the medium to long term and provide income. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Talib Sheikh 01/01/2024 | ||
George Efstathopoulos 01/01/2024 | ||
Click here to see others | ||
Inception Date 20/11/2001 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Fidelity Funds - Sustainable Multi Asset Income Fund A (AD) USD | 31/12/2023 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|