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

The fund aims to provide investors with an income of 3-5% per year over a period of 5-7 years, while also seeking to increase the value of their investment over a period of 5 years or more. However, there is no guarantee that these targets will be achieved by the fund.

The fund invests at least 70% in funds, including index-tracking funds and funds managed by Fidelity, to obtain global exposure to a mix of asset classes. The asset allocation exposure includes 20-100% income assets (such as bonds and cash) and 0-60% growth assets (such as shares and alternative investments). Additionally, exposure to index-tracking funds may represent between 30% to 70% of the fund's investments at any time.

The fund may invest in derivatives, which are investments linked to another investment or variable factor, to reduce risk or transaction costs, generate extra income, or increase the value of the investment. The fund is actively managed without reference to a benchmark, giving full discretion in its investment choices within its objectives and policies. Investors should be aware of the potential risks associated with the use of derivatives and the active management approach of the fund.

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BFPC0725-fidelity-multi-ast-balcd-inc-w-inc/key-statistics