Fidelity Funds - Global Multi Asset Income Fund I-EUR (EUR/USD hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.0 | -4.3 | -9.8 | 0.8 | 0.1 |
![]() | +/-Cat | -0.2 | -7.0 | -1.8 | -5.0 | -2.7 |
![]() | +/-B’mrk | -2.1 | -8.9 | -2.5 | -7.6 | -4.6 |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 14/08/2024 | EUR 8.06 | |
Day Change | 0.84% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU2055639970 | |
Fund Size (Mil) 31/07/2024 | USD 5059.98 | |
Share Class Size (Mil) 14/08/2024 | EUR 0.05 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 0.89% |
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 I-EUR (EUR/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 20/05/2016 | ||
Click here to see others | ||
Inception Date 25/09/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
No benchmark | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Global Multi Asset Income Fund I-EUR (EUR/USD hedged) | 30/04/2024 |
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