Fidelity Funds - Global Multi Asset Income Fund Y-MINCOME(G)-GBP (GBP/USD hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.2 | 2.6 | -13.6 | 4.7 | 3.7 |
![]() | +/-Cat | -1.9 | -5.5 | -3.1 | -2.9 | -1.4 |
![]() | +/-B’mrk | -3.1 | -5.4 | -4.3 | -4.6 | -2.7 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 14/08/2024 | GBP 0.77 | |
Day Change | 0.39% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1698187975 | |
Fund Size (Mil) 31/07/2024 | USD 5059.98 | |
Share Class Size (Mil) 13/08/2024 | GBP 2.71 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 1.04% |
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 | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Funds - Global Multi Asset Income Fund Y-MINCOME(G)-GBP (GBP/USD hedged) |
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 20/05/2016 | ||
Click here to see others | ||
Inception Date 11/10/2017 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Fidelity Funds - Global Multi Asset Income Fund Y-MINCOME(G)-GBP (GBP/USD hedged) | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|