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Fidelity Worldwide Investment – Multi Asset Allocator Balanced

Fidelity Worldwide Investment – Multi Asset Allocator Balanced

Type: Oeic

Aim: Growth by investing globally in bonds, cash, equities, property shares and commodities, through a portfolio of index tracking funds

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 30-70% in defensive assets, 30-70% in growth assets

Charges: A shares initial 3%, annual 1%, N shares no initial charge, annual 0.5%

Commission: A shares – initial 3%, renewal 0.5%

Tel: 0800 414181

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Global benefits predictions for 2015 from Jelf International

According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.

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