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Fidelity Multi Asset Allocator Defensive A Net Acc

Ranked 23 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide long term capital growth with a focus on capital preservation through global exposure to lower 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

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -3.6% -3.5% 1.5% -0.2% -1.4%
2017 0.4% 0.0% -0.8% -0.8% 1.9%
2016 8.4% 1.7% 4.2% 2.8% -0.4%
2015 0.0% 3.4% -3.3% -1.4% 1.4%
2014 7.4% 0.4% 1.0% 1.7% 4.2%
2013 1.7% 3.6% -2.6% 0.1% 0.6%
2012 -0.3% -1.5% -0.4% 1.3% 0.2%

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 investment1,000
  • Min. regular additional investment0

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).