Fidelity Investment Funds IV - Fidelity Allocator World Fund W Accumulation

Category Global Large-Cap Blend Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

384.70p

arrow-up2.10p (+0.55%)

Fund Code

YAWAN

B9777B6

GB00B9777B62

Prices updated as at 12 Dec 2025

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 global exposure to higher risk assets. The Fund will invest at least 70% into funds that use an ‘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.

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.

Annual performance (%)

Year	This fund	Global Large-Cap Blend Equity
30 Sep 14 - 30 Sep 15	0.25	-0.47
30 Sep 15 - 30 Sep 16	28.79	26.52
30 Sep 16 - 30 Sep 17	14.18	13.57
30 Sep 17 - 30 Sep 18	11.91	9.72
30 Sep 18 - 30 Sep 19	8.03	4.10
30 Sep 19 - 30 Sep 20	1.23	3.82
30 Sep 20 - 30 Sep 21	24.74	20.19
30 Sep 21 - 30 Sep 22	-3.41	-6.96
30 Sep 22 - 30 Sep 23	5.78	8.94
30 Sep 23 - 30 Sep 24	18.64	16.24
30 Sep 24 - 30 Sep 25	14.57	12.67

Trailing returns (%)

Year	This fund	Global Large-Cap Blend Equity
1 Day	0.55	0.52
1 Month	-1.11	-1.08
3 Months	5.43	5.01
6 Months	14.77	11.65
1 Year	11.28	9.42
3 Years annualised	14.48	12.97
5 Years annualised	10.44	9.07

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Fidelity Allocator World Fund