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Fidelity Asset Manager 70%

Ranked 56 out of 202 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Geoff Stein

Objective

The Fund seeks to maximize total return over the long term. Assets are allocated among stocks, bonds, short-term debt instruments, and other investments. Invests in domestic and foreign issuers where current security price relative to the estimated long-term value is attractive. Fundamental analysis is employed.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 3.5% 4.1%
2016 6.9% 0.3% 2.0% 4.4% 0.1%
2015 -0.6% 3.1% 0.1% -7.3% 4.0%
2014 4.3% 2.0% 3.8% -1.9% 0.4%
2013 20.1% 5.6% 0.4% 7.0% 6.0%
2012 14.1% 10.0% -2.8% 5.3% 1.4%
2011 -3.8% 3.9% 0.2% -13.1% 6.4%
2010 15.8% 4.1% -8.0% 11.4% 8.6%
2009 35.7% -4.8% 18.7% 15.1% 4.3%
2008 -34.9% -8.6% -0.5% -11.8% -18.8%
2007 7.2% 2.4% 4.7% 2.1% -2.0%
2006 10.3% 3.9% -2.3% 3.4% 5.2%
2005 3.8% -3.2% 1.8% 2.3% 2.9%
2004 6.1% 1.5% -0.1% -2.7% 7.4%
2003 21.9% -2.2% 14.4% 0.6% 8.4%
2002 -14.1% 0.8% -11.8% -11.4% 9.1%
2001 -7.2% -9.0% 4.8% -11.1% 9.5%
2000 -3.6% 2.2% -1.3% 2.5% -6.7%
1999 12.2% 4.0% 2.6% -4.4% 10.1%
1998 18.1% 9.5% 1.2% -8.2% 16.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/12/1991
  • Share Class size4,839Mn
  • Base currencyUSD
  • ISIN US3160693012

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.55%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).