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FIDELITY MULTI ASSET ALLOCATOR GROWTH A - Fund overview

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Find rated mixed investment 40-85% shares funds


Overview of FIDELITY MULTI ASSET ALLOCATOR GROWTH A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY MULTI ASSET ALLOCATOR GROWTH A does not fall into either of these categories at present.

Standard Initial Charge

3.00% 0.00%

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to save 3.00%

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Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  October, 2011
Size  £2m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 99.41p

Fund Charges

Standard Initial charge 3.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.17%
Reduction in yield (10yr) 1.17%

Bestinvest says


No information available.

Portfolio

fidelity multi asset allocator growth a asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds –
Quality bonds 20%
Property 10%
Commodities 15%
Hedge –
Fund cash 5%
fidelity multi asset allocator growth a equity geographic illustration
Allocation Proportion
UK 40%
Europe 20%
Nth America 20%
Japan 5%
Pacific 10%
Other Equity 5%
fidelity multi asset allocator growth a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for FIDELITY MULTI ASSET ALLOCATOR GROWTH A

Investment process


The fund aims to provide long term growth by investing primarily through other regulated collective investment schemes, including schemes managed by Fidelity in order to obtain a global exposure to mostly equities, commodities, and property. The fund may also invest directly in other transferable securities, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes.

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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