Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Investment Pathway 3 Acc header image

Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Investment Pathway 3 Acc

Fund

ISIN GB00BN2BFF11 / Valor null

NAV (2025-11-18)
GBP 1.17-0.59%

Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Investment Pathway 3 Acc
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Fidelity Multi Asset Balanced Income Fd is a diversified fund that primarily invests in a mix of global index-tracking and Fidelity-managed funds, ensuring at least 70% of its portfolio is spread across various asset classes. It balances income-generating assets like bonds and cash with growth-focused investments such as stocks and alternatives, including real estate and infrastructure. Additionally, the fund uses derivatives to manage risk and enhance returns, actively adjusting its investment mix to pursue both steady income and long-term investment growth over several years.

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Tags:
income global exposure

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Lovewell Blake FP Inc
Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Lovewell Blake FP Inc Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund Lovewell Blake FP Inc
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Annual Return

-50%0%+50%

Risk level

110
-0.62%GBP 0.92
Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Income Shares
Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Income Shares Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Income Shares
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Annual Return

-50%0%+50%

Risk level

110
-0.67%GBP 0.99
Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Accumulation
Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Accumulation Fidelity Investment Funds IV - Fidelity Multi Asset Balanced Income Fund W Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.57%GBP 1.23