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).

Growth of £1,000 as of 16 Oct 2021, 04:10

Trailing returns (%) as of 16 Oct 2021, 04:10

Annual performance (%)

YearThis fundGlobal Large-Cap Blend Equity
30 Sep 10 - 30 Sep 11--
30 Sep 11 - 30 Sep 12--
30 Sep 12 - 30 Sep 13--
30 Sep 13 - 30 Sep 147.857.83
30 Sep 14 - 30 Sep 15-2.56-0.47
30 Sep 15 - 30 Sep 1629.7026.52
30 Sep 16 - 30 Sep 1715.3913.57
30 Sep 17 - 30 Sep 1810.089.72
30 Sep 18 - 30 Sep 196.914.10
30 Sep 19 - 30 Sep 20-1.113.82
30 Sep 20 - 30 Sep 2126.2720.19

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day0.770.62
1 Month-1.02-0.70
3 Months1.181.29
6 Months4.494.59
1 Year21.4017.30
3 Years annualised12.0712.27
5 Years annualised9.969.74
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.