Fidelity Multi Asset Allocator Growth A Acc

Ranked 24 out of 399 in - Balanced 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

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -6.0% -6.7% 5.3% 2.0% -6.2%
2017 3.6% 0.9% -0.9% 0.1% 3.5%
2016 16.3% 1.1% 6.7% 4.9% 2.8%
2015 -1.8% 5.4% -4.4% -5.9% 3.6%
2014 5.8% -0.1% 1.6% 0.7% 3.6%
2013 9.5% 9.6% -3.2% 0.9% 2.3%
2012 2.4% 2.1% -3.7% 3.3% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date10/10/2011
  • Share Class size00Mn
  • Base currencyGBX

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

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

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