Fidelity Multi Asset Open Growth Fund

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

Fidelity Investment Funds IV - Fidelity Multi Asset Open 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

179.60p

arrow-up0.40p (+0.22%)

Fund Code

NMAOA

BC7GXL6

GB00BC7GXL63

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
This Fund targets an average annual return of 5.5% 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.

Company name
FIL Investment Services (UK) Ltd
Fund launch date
17 Oct 2003
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 Multi Asset. Chris has 20 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 has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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