Fidelity Funds - Global Multi Asset Income Fund

A diversified Fidelity income fund using global equities and fixed income assets.

Fidelity Funds - Global Multi Asset Income Fund aims to deliver income and potential capital growth from a diversified set of global assets. The strategy can invest across fixed income, equities and other income sources, supported by Fidelity International's research platform. For Singapore investors, it offers another recognised-brand route into a managed income portfolio rather than building separate bond and dividend equity funds. The fund's diversified design is sensible, but investors should compare share class fees and payout policies carefully. Like other multi-asset income funds, it can still fall during broad market sell-offs.

THEBESTSG STAFF REVIEW

Fidelity's global multi-asset income fund is a practical, familiar name for investors who value research-led management and a diversified portfolio. It is known for being a balanced income solution rather than an aggressive dividend play. The appeal is that Fidelity has deep equity and credit research, so the fund is not dependent on a narrow screen of high yield securities. The trade-off is that performance may look less dramatic in strong risk markets, and the income profile should be checked against each share class's distribution policy.

WHY THEY MADE THEBEST SG

It was included for Fidelity's established investment platform, broad income mandate and usefulness as a conservative comparison against higher-octane multi-asset income funds.

The editors' scorecard - 84/100

Unique Service Proposition16/20
Quality of Service17/20
Accessibility17/20
Value for Money17/20
Innovation17/20