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

London

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0.94 0.01 0%

23/12 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00BFPC0725

Asset Class: Equity

Morningstar Rating:
Total Assets: 98.61M

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0P0000ZQW4 Holdings

Comprehensive information about top holdings and Key Holding Information for the Fidelity Multi Asset Balanced Income Fund N Inc Ne (0P0000ZQW4) fund. Our Fidelity Multi Asset Balanced Income Fund N Inc Ne portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	9.38	59.66	50.28
Shares	35.49	43.45	7.96
Bonds	51.11	64.41	13.30
Convertible	2.61	2.61	0.00
Preferred	0.86	0.86	0.00
Other	0.55	0.58	0.03

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.36	15.41
Price to Book	2.70	2.26
Price to Sales	1.77	1.62
Price to Cash Flow	11.53	9.86
Dividend Yield	2.95	2.89
5 Years Earnings Growth	8.89	10.51

Sector Allocation

Name	Net %	Category Average
Financial Services	19.68	17.68
Healthcare	16.78	10.32
Industrials	13.57	11.75
Consumer Defensive	11.30	7.78
Technology	10.35	16.74
Utilities	7.93	3.55
Consumer Cyclical	6.24	10.49
Real Estate	5.77	6.15
Communication Services	3.63	6.34
Basic Materials	2.52	5.44
Energy	2.25	4.41

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,006

Number of short holdings: 462

Name	ISIN	Weight %	Last	Change %
Neuberger BermanShrtDurHYSDGEggm£InsDisH	IE00B7FN4M22	7.92	-	-
Fidelity Global Quality Income Inc	IE00BYXVGZ48	4.12	8.94	+1.06%
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	121.54	+0.48%
iShares € Corp Bond 1-5yr UCITS GBP Hedged (Dist)	IE000WY37YU4	3.05	5.41	0.00%
iShares MSCI World Health Care Sector UCITS ETF US	IE00BJ5JNZ06	2.92	6.93	+1.35%
Euro Stoxx 50 Indx_fut	DE000C6XKBY2	2.79	-	-

Top Equity Funds by FIL Investment Services (UK) Ltd

Name	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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Multi As.	0.94	0.01	0%