Fidelity Multi Asset Open Adventurous Fund

Select share classes

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

Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

228.20p

arrow-up2.00p (+0.88%)

Fund Code

NMOAA

BC7GXM7

GB00BC7GXM70

Prices updated as at 01 Apr 2026

Prices in GBX

Investment objective

This Fund targets an average annual return of 6.5% 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.

Company name

FIL Investment Services (UK) Ltd

Fund launch date

24 Jul 2013

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 Solutions & Multi Asset. Chris has 27 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. Prior to this, Caroline was Head of Fund and Asset Management at Courtiers Investment Services Ltd, where she led a team of multi asset investors across a range of strategies. Caroline received a master’s degree in Civil Engineering from the University of Nottingham and is a CFA Charterholder. She has also completed the CFA Society’s Certificates in ESG Investing and Climate & Investing.

Head office

Beech Gate, Millfield Lane, Lower Kingswood, Tadworth

Surrey

United Kingdom

KT20 6RP

Got a question?

Get in touch

we're here to help:

(+44) 08003686868

Mon-Fri 8am to 6pm

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.