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Fidelity Multi Asset Growth

Ranked 119 out of 390 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 growth through global exposure to higher risk assets and also some exposure to lower risk assets. The Fund will primarily invest in funds (including funds managed by Fidelity). The Fund may 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 : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9%
2017 4.3% 1.9% -0.9% 0.3% 3.0%
2016 15.9% 0.7% 6.0% 5.2% 3.2%
2015 0.3% 6.2% -3.5% -5.0% 3.1%
2014 8.0% 0.6% 1.5% 1.1% 4.6%
2013 11.0% 10.3% -2.1% 0.3% 2.4%
2012 3.8% 2.8% -3.6% 4.1% 0.6%
2011 -5.4% 0.1% -1.6% -8.3% 4.7%
2010 11.2% 4.8% -7.3% 6.7% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date30/11/2009
  • Share Class size322Mn
  • Base currencyGBP
  • ISIN GB00B3VZ2641

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment1.25

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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).