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Fidelity Funds - Gl MA Tactl Def A-ACC-EUR

Ranked 1 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Nick Peters

Objective

The fund aims to provide stable growth over the longer-term by investing in a range of global assets providing exposure to bonds, equities, commodities, property and cash. Under normal market conditions, the fund will invest at least 65% of its total assets in bonds and cash. The fund may use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019
  • Rank 1/42 Total Return
  • Rank 38/42 Standard Deviation
  • Rank 1/42 Max Drawdown
Fund Name Currency Risk
36 UBS (Lux) Strategy Fd - Yield (EUR) P-acc GBP

4.8

37 Jyske Invest Stable Strategy GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

38 Fidelity Funds - Gl MA Tactl Def A-ACC-EUR GBP

5.2

39 Allianz Strategy 15 - CT - EUR GBP

6.2

40 BSF Managed Index Ptfls - Moderate D5 EUR GBP

6.9

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.4%
2018 4.9% -4.6% 6.6% 0.9% 2.2%
2017 -6.1% -0.1% -3.2% -2.1% -0.8%
2016 21.0% 2.1% 8.8% 3.4% 5.4%
2015 -2.3% -1.5% -4.4% -0.1% 3.9%
2014 2.9% 0.8% -0.7% 0.0% 2.8%
2013 6.4% 7.2% 0.0% -1.7% 0.9%
2012 1.1% 1.3% -3.9% 1.2% 2.6%
2011 -3.9% 2.6% 0.7% -5.1% -1.9%
2010 -0.5% 3.1% -8.9% 6.9% -1.0%
2009 -5.9% 14.8% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Iceland
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Oman
  17. Poland
  18. Portugal
  19. Qatar
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date19/01/2009
  • Share Class size68Mn
  • Base currencyUSD
  • ISIN LU0393653166

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.15%
  • Initial investment5.25%

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