Acumen Income Portfolio Class Income

The aim of the Fund is to provide income with the potential for some increase in the value of an investment over a minimum of 5 years. The Fund aims to provide an average annual income in excess of inflation by 1% over any 5-year period on a rolling basis, although there is no guarantee this will be achieved.

At least 80% of the Fund will be invested in exchange traded funds (ETFs), providing exposure to a range of asset classes including bonds, shares of companies, and alternatives such as property and commodities. The Fund may also be exposed to money market instruments and other permitted investments, with a risk rating classification of 5.

The Fund may be exposed to risks associated with fluctuations in the value of investments, interest rate changes, credit risk, and market volatility. Additionally, the use of derivatives for hedging purposes and investment may introduce additional risks to the Fund. Investors should carefully consider these risks before investing in the Fund.

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BYW8MX66-acumen-income-portfolio-x-inc/risk-and-rating