Fidelity Funds - Global Multi Asset Income Fund A-Acc-HKDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 0.0 | 3.0 | -2.5 | -1.1 | 2.5 |
![]() | +/-Cat | -4.1 | -5.3 | 0.8 | -5.2 | -2.5 |
![]() | +/-B’mrk | - | -5.6 | 0.0 | -8.5 | -3.8 |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 13/08/2024 | HKD 13.27 | |
Day Change | -0.03% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0905234067 | |
Fund Size (Mil) 31/07/2024 | USD 5059.98 | |
Share Class Size (Mil) 13/08/2024 | HKD 47.35 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 30/07/2024 | 1.74% |
Morningstar Research |
Analyst Report | 18/06/2024 Thomas De Fauw, Analyst Morningstar, Inc |
Despite recent performance issues, we continue to hold a positive view on Fidelity Global Multi Asset Income. With its experienced lead manager, broad underlying resources, and a well-structured approach, the fund maintains a Morningstar Analyst... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Funds - Global Multi Asset Income Fund A-Acc-HKD |
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 20/05/2016 | ||
Click here to see others | ||
Inception Date 27/03/2013 |
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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 - Global Multi Asset Income Fund A-Acc-HKD | 30/04/2024 |
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