FNW Fidelity Multi Asset Open Strategy Life Fund

Category GBP Allocation 40-60% Equity

Last buy/sell price

178.00p

-

Fund Code

B3KN504

GB00B3KN5047

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

This Fund targets an average annual return of 5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund. The Fund provides global exposure to a diversified range of assets (including bonds, equities, alternatives and commodities) by investing at least 70% into funds (including those operated by Fidelity) which may be index tracking funds or actively managed funds.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Fidelity FundsNetwork

Fund launch date

09 Dec 2005

Domicile

United Kingdom

UCITS

Yes

Lead manager

Chris Forgan

Lead manager start date

01 Jan 2020

Lead fund manager biography

Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 24 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.

Fund manager

Caroline Shaw

Manager start date

31 Aug 2023

Fund manager biography

Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.

Head office

Fidelity Investments

25 Cannon Street

London

United Kingdom

EC4M 5TA

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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