Chris Forgan
Discover the Fidelity Multi Asset Allocator range
1 Citywire’s MPS Monitor data, as of March 2023.
2 JPMorgan, as of December 2022.
3 Source: World Bank (World Development Indicators, July 2023)
4 Source: Fidelity International, Bloomberg, Factset, 2023. *As on 31st October 2023. Geographical revenue as on 31st December 2022.
Important information
This information is for investment professionals only and should not be relied upon by private investors. The value of investments and the income from them can go down as well as up and clients may get back less than they invest. Past performance is not a reliable indicator of future returns. Investors should note that the views expressed may no longer be current and may have already been acted upon. Fidelity’s Multi Asset funds can use financial derivative instruments for investment purposes, which may expose the fund to a higher degree of risk and can cause investments to experience larger than average price fluctuations. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in emerging markets can be more volatile than other more developed markets. The value of bonds is influenced by movements in interest rates and bond yields. When interest rates rise, bonds may fall in value, and vice versa. The price of bonds with a longer lifetime until maturity is generally more sensitive to interest rate movements than those with a shorter lifetime to maturity. The risk of default is based on the issuers ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between government issuers as well as between different corporate issuers. The investment policy of these funds means they invest mainly in units in collective investment schemes, deposits or derivatives, or replicates a stock or debt securities index. Investments should be made on the basis of the current prospectus, which is available along with the Key Investor Information Document and current and semi-annual reports, free of charge on request, by calling 0800 368 1732. Issued by FIL Pensions Management, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. UKM0124/386040/SSO/NA
