Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity Allocator World Y Acc

Ranked 203 out of 752 in - Global 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. Asset allocation exposure of the Fund will be typically 100% higher risk assets (including global equities, global emerging market equities, global smaller companies and Real Estate Investment Trusts).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -5.0% -6.7% 9.3% 4.2% -10.5%
2017 11.5% 3.8% 0.7% 1.2% 5.4%
2016 27.7% 1.4% 6.6% 9.4% 7.9%
2015 3.6% 7.1% -4.6% -6.9% 8.9%
2014 11.3% -0.8% 2.7% 3.6% 5.5%
2013 -0.4% 0.9% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date05/02/2013
  • Share Class size43Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.00%

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