ACUMEN Income Portfolio Class T GBP Acc

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 market risks associated with fluctuations in the value of investments, credit risks related to the issuers of bonds, and liquidity risks if there is difficulty selling assets at a fair price. Additionally, the use of derivatives for hedging purposes may introduce additional risks to the Fund.

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BYW8MW59-acumen-income-portfolio-x-acc/portfolio