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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-3.62-0.74
0.840.68
-1.49-0.45
79.7376.48
0.020.27
6.426.56
3.094.20

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.