Fidelity Multi Asset Allocator Adventurous Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Adventurous Fund W Accumulation

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

246.10p

arrow-up0.70p (+0.29%)

Fund Code

YMADV

B893BN5

GB00B893BN59

Prices updated as at 18 Jun 2024
|
Prices in GBX

Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more through a portfolio providing global exposure to both lower and higher risk assets. The Fund will invest at least 70% into funds that use ‘index tracking’ (also known as 'passive') investment management approach (these may include Funds managed by Fidelity), with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.

Annual charges

Product charges
0.20
0.03
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 13 Jun 2024pdf
Key Information Document / Technical Guide 02 May 2024pdf
Prospectus14 Mar 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Value Assessment Report 23 Oct 2023pdf
Interim Short Report 03 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.