Fidelity Investment Funds IV - Fidelity Multi Asset Open Growth Fund W Accumulation
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
179.10p
0.40p (+0.22%)
Fund Code
NMAOA
BC7GXL6
GB00BC7GXL63
Prices updated as at 24 Apr 2024
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.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 25 Apr 2024, 11:04
Trailing returns (%) as of 25 Apr 2024, 11:04
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
31 Mar 13 - 31 Mar 14 | 1.37 | 5.72 |
31 Mar 14 - 31 Mar 15 | 9.39 | 10.85 |
31 Mar 15 - 31 Mar 16 | -4.02 | -2.93 |
31 Mar 16 - 31 Mar 17 | 20.46 | 17.37 |
31 Mar 17 - 31 Mar 18 | -0.16 | 1.40 |
31 Mar 18 - 31 Mar 19 | 6.33 | 3.97 |
31 Mar 19 - 31 Mar 20 | -8.48 | -8.04 |
31 Mar 20 - 31 Mar 21 | 29.19 | 26.61 |
31 Mar 21 - 31 Mar 22 | 5.79 | 5.02 |
31 Mar 22 - 31 Mar 23 | -1.07 | -4.73 |
31 Mar 23 - 31 Mar 24 | 8.42 | 10.39 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | 0.22 | 0.29 |
1 Month | -0.50 | -0.75 |
3 Months | 4.61 | 4.33 |
6 Months | 11.04 | 11.61 |
1 Year | 6.23 | 7.96 |
3 Years annualised | 3.44 | 2.35 |
5 Years annualised | 5.43 | 4.34 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.