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FIDELITY MULTIMANAGER BALANCED PORTFOLIO - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of FIDELITY MULTIMANAGER BALANCED PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY MULTIMANAGER BALANCED PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

3.50% 0.50%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  February, 2008
Size  £3m
Yield 1.6%
Charging basis  –
Dividends paid  –
Bid price 100.30p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.93%
Reduction in yield (10yr) 1.98%

Bestinvest says


No information available.

Portfolio

fidelity multimanager balanced portfolio asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds
Quality bonds 30%
Property 5%
Commodities 5%
Hedge
Fund cash
fidelity multimanager balanced portfolio equity geographic illustration
Allocation Proportion
UK 50%
Europe 15%
Nth America 28%
Japan
Pacific
Other Equity 7%
fidelity multimanager balanced portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


Fund of funds invested approximately 60% in equity funds of the UK, developed and emerging markets. Manager also invests in bonds, property and commodities.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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