Fidelity Multi Asset Adventurous A Acc

Ranked 34 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Nick Peters

Objective

The fund aims to provide long-term capital growth through global exposure to higher risk assets. The fund provides global exposure to a diversified range of assets by primarily investing in funds. Asset allocation exposure of the fund will be actively managed and is typically allocated as follows: 100% higher risk assets (e.g. shares) and 0% lower risk assets (e.g. bonds and cash). This may be adjusted to within the ranges: in all market conditions, 80-100% higher risk assets and 0-20% lower risk assets to preserve capital or take advantage of market opportunities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.4% -6.3% 8.0% 0.8% -6.2%
2017 6.5% 2.6% -0.8% 0.7% 3.9%
2016 20.0% 0.4% 6.4% 6.9% 5.1%
2015 1.3% 7.2% -4.0% -6.2% 4.9%
2014 8.1% 0.1% 1.8% 1.4% 4.7%
2013 15.9% 13.2% -1.8% 0.4% 3.8%
2012 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date24/09/2012
  • Share Class size190Mn
  • Base currencyGBX
  • ISIN GB00B8P4GB50

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment25,000

Charges

  • Annual management1.25%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).