Investor suitability

For those who:

  • want the convenience of a diversified portfolio in a single fund
  • are investing for the long-term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Fidelity Global Asset Allocation Fund. The underlying fund invests mostly in shares and bonds of firms from around the world.

Fund facts (2021-09-30)

Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000