Fidelity Multi Asset Allocator Adventurous A Acc

Ranked 11 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide long term capital growth through global exposure to higher risk assets. The Fund will primarily invest into index tracking funds (which may include funds managed by Fidelity) with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 11/262 Total Return
  • Rank 176/262 Standard Deviation
  • Rank 131/262 Max Drawdown
Fund Name Currency Loss
129 P E Managed Inc GBP

-9.1%

130 Wye Investment GBP

-9.1%

131 Fidelity Multi Asset Allocator Adventurous A Acc GBP

-9.1%

132 SVS TPI Growth 6 A Acc GBP

-9.1%

133 Carvetian Fenix Balanced GBP

-9.1%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -6.9% -7.8% 7.1% 2.9% -8.5%
2017 5.6% 1.7% -0.8% 0.5% 4.1%
2016 23.6% 1.3% 7.9% 6.9% 5.8%
2015 -1.5% 6.2% -4.7% -7.2% 4.9%
2014 6.0% -0.4% 1.9% 1.1% 3.3%
2013 13.6% 12.2% -2.8% 0.6% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
ACCUM.SHS CLASS -F- GBP 30.16%
Fidelity Index US F Acc 11.42%
Fidelity Index Emerging Markets F Acc 7.78%
iShares GlobalPropertySecuritiesEqIndex (UK) L Acc 7.05%
Global Government Bond Index S4CH GBP 6.98%
iShares Core MSCI World UCITS ETF 6.96%
L&G Global Small Cap Equity Index C GBP Acc 6.06%
iShares Global Govt Bond UCITS ETF GBP Hgd Inc 4.71%
iShares Overseas Corporate Bond Index (UK) L Acc 4.43%
GBP Forward Contract 4.23%
28/02/2019

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date05/12/2012
  • Share Class size00Mn
  • Base currencyGBX

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.00%

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