The Fund aims to achieve an income yield of 4-6% per annum over a typical market cycle (5-7 years). The Fund invests at least 70% into funds.

Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares.

Fidelity Income Portfolio Series B, Register to unlock ratings, Performance, Analysis, Sustainability, Risk, Price, Portfolio, People, Parent

NAV / 1-Day Return. 15.68 / -0.21% ; Investment Size. 4.8 Bil ; TTM Yield. 1.12% ; MER. 2.11% ; Share Class Type. Commission-based Advice.

Overview of Performance ... The fund's yield at 4.87% is a consideration, as it functions to provide current income, even during downturns in the fund.

Performance is shown for the last 5 years (or since launch for funds launched within that period), rebased to 100. Performance (%). YTD. (cum). 1mth. (cum).

Trailing total returns ; Fidelity Capital & Income Fund, +7.23%, +4.07% ; High Yield Bond, +4.17%, +2.87% ; ICE BofA US HY Constnd TR USD, +4.53%, +3.08% ; Fund ...

The Fund's investment objective is to achieve a combination of income and long term capital growth by investing primarily in collective investment schemes.

The Fund seeks high total return through a combination of current income and capital appreciation. Investing in common stocks with a focus on those that pay ...

Conversely, a beta of 0.85 indicates that the fund could be expected to perform 15% worse than the market return during up markets and 15% better during down ...