Multi Asset at Fidelity

Risk warning

• Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only.

• Fidelity’s range of multi asset solutions can use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations.

• Investors should note that the views expressed may no longer be current and may have already been acted upon.

• The value of investments and the income from them can go down as well as up so you may get back less than you invest. 

• Past performance is not a reliable indicator of future returns.

Important Information

This material is for Institutional Investors and Investment Professionals only and should not be distributed to the general public or be relied upon by private investors.

This material is provided for information purposes only and is intended only for the person or entity to which it is sent. It must not be reproduced or circulated to any other party without prior permission of Fidelity.

This material does not constitute a distribution, an offer or solicitation to engage the investment management services of Fidelity, or an offer to buy or sell or the solicitation of any offer to buy or sell any securities in any jurisdiction or country where such distribution or offer is not authorised or would be contrary to local laws or regulations. Fidelity makes no representations that the contents are appropriate for use in all locations or that the transactions or services discussed are available or appropriate for sale or use in all jurisdictions or countries or by all investors or counterparties.

This communication is not directed at and must not be acted on by persons inside the United States. All persons and entities accessing the information do so on their own initiative and are responsible for compliance with applicable local laws and regulations and should consult their professional advisers.

This material may contain materials from third parties which are supplied by companies that are not affiliated with any Fidelity entity (Third-Party Content). Fidelity has not been involved in the preparation, adoption or editing of such third-party materials and does not explicitly or implicitly endorse or approve such content. Fidelity International is not responsible for any errors or omissions relating to specific information provided by third parties.

Fidelity International refers to the group of companies which form the global investment management organization that provides products and services in designated jurisdictions outside of North America. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client.

Any performance disclosure is not compliant with German regulations regarding retail clients and must therefore not be handed out to these. 

Investments should be made on the basis of the current sales prospectus and the Key Information Document (KID). These documents as well as the current annual and semi-annual reports are available free of charge from Fidelity International , Fidelity International | Home or can be requested free of charge from FIL Investment Services GmbH, Postfach 20 02 37, 60606 Frankfurt am Main and FIL Finance Services GmbH, Postfach 200237, 60606 Frankfurt/Main or via www.fidelity.de.

Investors/ potential investors can obtain information on their respective rights regarding complaints and litigation in English here: Complaints handling policy (Fidelity International Home ) and in German here: Beschwerdemanagement (Globale Anlagelösungen | Fidelity International | Deutschland ). The information above includes disclosure requirements of the fund’s management company according to Regulation (EU) 2019/1156.  

Unless stated differently, information dated as of July 2025.

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