Fidelity Multi Asset Allocator Growth Fund

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

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

207.00p

arrow-down-0.30p (-0.14%)

Fund Code

MAAGY

B9C3GS9

GB00B9C3GS90

Prices updated as at 17 May 2024
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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 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.

Growth of 1,000 as of 19 May 2024, 03:05

Trailing returns (%) as of 19 May 2024, 03:05

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 13 - 31 Mar 140.175.72
31 Mar 14 - 31 Mar 1512.2810.85
31 Mar 15 - 31 Mar 16-4.86-2.93
31 Mar 16 - 31 Mar 1717.5617.37
31 Mar 17 - 31 Mar 18-3.461.40
31 Mar 18 - 31 Mar 198.373.97
31 Mar 19 - 31 Mar 20-3.05-8.04
31 Mar 20 - 31 Mar 2122.6926.61
31 Mar 21 - 31 Mar 226.165.02
31 Mar 22 - 31 Mar 23-5.91-4.73
31 Mar 23 - 31 Mar 2412.3410.39

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-0.14-0.02
1 Month2.993.84
3 Months3.295.03
6 Months9.7610.40
1 Year12.6811.67
3 Years annualised3.783.60
5 Years annualised5.675.13
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.