Fidelity Multi Asset Balanced Incom

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 113.20 Day Change GBX +0.20 (0.18%)
Price Date 21 Oct 2016 Crown Rating
Shares Class Inc. Yield 3.59 %
Total Expense Ratio 0.00 Fund Size 18,000,000.00
Launch Date 04/09/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BFPC0832 Min TopUp (£) 250.00

Fund Objective

Aims to provide a balance of income and long-term capital growth.Invests in a range of investments covering markets throughout the world and providing exposure to bonds and company shares, and which may also have exposure to commodities, property and cash. The Fund will invest primarily in funds managed and operated by Fidelity, and may also invest directly in company shares, bonds, money market instruments, cash and deposits.

Fund Managers

Nick Peters
Nick Peters is Portfolio Manager in the Investment Solutions Group. Nick has 20 years of industry experience and joined Fidelity in 2012. Prior to joining Fidelity, Nick was a member of the multi-manager team at Barclays Wealth, responsible for UK and European Equities. He joined Barclays in 2010 from BAE Systems Pension Fund where he was responsible for the fund's external managers across asset classes. Prior to joining BAE Systems in 2009, Nick was an Equity Portfolio Manager at Henderson Global Investors. He was a Director within the Multi Strategy Equity team. He joined AMP Asset Management (which later merged with Henderson) in 1993. Nick holds a BA (Hons) in Economics and Statistics from Exeter University and is a Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW).