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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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

261.10p

arrow-up1.30p (+0.50%)

Fund Code

NOWRA

BC7GXN8

GB00BC7GXN87

Prices updated as at 28 Mar 2024
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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) which may be index tracking funds or actively managed funds.

Growth of 1,000 as of 28 Mar 2024, 23:03

Trailing returns (%) as of 28 Mar 2024, 23:03

Annual performance (%)

YearThis fundGlobal Large-Cap Blend Equity
31 Dec 13 - 31 Dec 148.477.44
31 Dec 14 - 31 Dec 152.003.36
31 Dec 15 - 31 Dec 1626.8923.49
31 Dec 16 - 31 Dec 1713.8912.57
31 Dec 17 - 31 Dec 18-4.74-6.71
31 Dec 18 - 31 Dec 1918.1819.03
31 Dec 19 - 31 Dec 207.2810.59
31 Dec 20 - 31 Dec 2119.5918.05
31 Dec 21 - 31 Dec 22-4.27-9.34
31 Dec 22 - 31 Dec 239.0012.76

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day0.270.12
1 Month3.302.95
3 Months6.698.09
6 Months11.9314.47
1 Year15.0619.56
3 Years annualised8.098.38
5 Years annualised9.4610.02
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.