Fidelity Multi Asset Open Growth Fund

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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 Moderately Adventurous Allocation

Last buy/sell price


arrow-down-0.60p (-0.42%)

Fund Code



Prices updated as at 14 Aug 2020
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 has exposure to higher risk investments meaning that there is a risk of shortterm price fluctuations and an investor may not get back the full amount invested. The Fund provides global exposure to a diversified range of assets by investing at least 70% into funds. The Fund typically invests more than 70% in sub-funds of an Irish UCITS fund (Fidelity Common Contractual Fund II) operated by Fidelity which subsequently utilise the experience and specialisms of a number of investment managers (which may include Fidelity) to manage the underlying assets. The exposure may be less than 70% depending on market conditions.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerChris Forgan, Charlotte Harington
Fund comparative indexNot Benchmarked
Mixed Investment 40-85% Shares
GBP Moderately Adventurous Allocation
Fund providerFIL Investment Services (UK) Ltd
Share class launch date24 Jul 2013
Distribution yield (%)-
Historic yield (%)-
Underlying yield (%)-
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.