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Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome (0P0000ZQW4)

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0.94 0.01    0%
23/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Fidelity (FIL Investment SVCS (UK) Ltd)
ISIN:  GB00BFPC0725 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 97.94M
Fidelity Multi Asset Balanced Income Fund N Inc Ne 0.94 0.01 0%

0P0000ZQW4 Overview

 
Find basic information about the Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZQW4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0.08%
Prev. Close0.94
Risk Rating
TTM Yield4.83%
ROE25.48%
IssuerFidelity (FIL Investment SVCS (UK) Ltd)
TurnoverN/A
ROA8.75%
Inception DateOct 22, 2013
Total Assets97.94M
ExpensesN/A
Min. Investment1,000
Market Cap56B
CategoryGBP Moderate Allocation
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Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1049 1028 1101 976 1043 1385
Fund Return 4.94% 2.8% 10.07% -0.79% 0.85% 3.31%
Place in category 1229 521 1256 1185 1061 517
% in Category 85 37 89 92 94 76

Top Equity Funds by FIL Investment Services (UK) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Index World Fund A Acc 9.36M 21.25 10.03 12.31
  Fidelity Index World Fund P Accumul 7.54B 21.45 10.21 12.50
  Fidelity Index US Fund Class A Acc 3.88M 26.83 12.16 15.03
  Fidelity Index US Fund P Accumulati 4.41B 27.11 12.42 15.30
  Fidelity European Acc 506.92M -0.30 4.47 8.78

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 15.94B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.94B 1.72 3.51 6.54
  Balanced Portfolio C Accumulation 5.17B 12.07 4.17 6.23
  - Balanced Portfolio C Income 5.17B 10.99 3.83 6.11
  HS Portfolio Retail Accumulation 5.17B 11.45 3.56 5.64

Top Holdings

Name ISIN Weight % Last Change %
Neuberger BermanShrtDurHYSDGEggm£InsDisH IE00B7FN4M22 7.92 - -
  Fidelity Global Quality Income Inc IE00BYXVGZ48 4.12 8.84 -0.34%
  iShares $ Short Duration Corp Bond UCITS ETF USD IE00BCRY5Y77 3.98 95.30 +0.12%
E-mini S&P 500 Future Dec 24 - 3.45 - -
  iShares Core GBP Corporate Bond UCITS IE00B00FV011 3.10 120.96 -0.16%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Neutral
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