Fidelity Open World Fund

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

Fidelity Investment Funds IV - Fidelity Open World Fund W Accumulation

Category Global Large-Cap Blend Equity


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Last buy/sell price

223.50p

arrow-up1.70p (+0.77%)

Fund Code

BC7GXN8

GB00BC7GXN87

Prices updated as at 15 Oct 2021
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Prices in GBX

Investment objective
This Fund targets an average annual return of 7% 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).

Company name
FIL Investment Services (UK) Ltd
Fund launch date
05 Feb 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 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
Charlotte Harington
Manager start date
01 Jan 2020
Fund manager biography
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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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.