Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund W-ACC header image

Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund W-ACC

Fund

ISIN GB00BGM17P61 / Valor null

NAV (2024-12-20)
GBP 125.40+0.16%

Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund W-ACC
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General Objective

The fund aims to deliver an income with the potential to increase the value of your investment.

Fund Exposure

The fund will be at least 70% exposed to sterling denominated (or hedged back to sterling) investment grade debt instruments, with the remainder invested in other investment types such as cash and derivatives. The Investment Manager has the freedom to invest in issuers, sectors, countries, and security types not included in the index in order to take advantage of investment opportunities.

Risks

Investors should be aware that the fund's investments and performance may vary significantly from the index, as the fund is actively managed and uses a systematic investment approach. Additionally, this fund may not be appropriate for investors who plan to sell their shares before they retire.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BN2BFH35-fidelity-pre-retrmnt-bd-inv-pathway-2-ac/key-statistics

Tags:
investment grade bonds sterling bonds ice bofaml sterling non-gilt index ice bofaml 5+ year gilt index

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund H-ACC
Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund H-ACC Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund H-ACC
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Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 0.75
Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund Investment Pathway 2 ACC
Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund Investment Pathway 2 ACC Fidelity Investment Funds IX - Fidelity Pre-Retirement Bond Fund Investment Pathway 2 ACC
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Annual Return

-50%0%+50%

Risk level

110
0.15%GBP 0.75