Fidelity Investment Funds IV - Fidelity Multi Asset Income & Growth Fund W Income

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

133.40p

arrow-down-0.40p (-0.30%)

Fund Code

NMAIN

BFPC0C7

GB00BFPC0C71

Prices updated as at 15 May 2026

Prices in GBX

Investment objective

The Fund aims to achieve an income yield of 4-6% per annum over a typical market cycle (5-7 years). The Fund also aims to increase the value of investor's investment over a period of 5 years or more which will typically be in line with inflation. The Fund invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. The Fund is actively managed without reference to a benchmark.

Important documents: Please ensure that you have read the Key Information Document/Product Summary 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Mar 15 - 31 Mar 16	0.59	-2.93
31 Mar 16 - 31 Mar 17	14.70	17.37
31 Mar 17 - 31 Mar 18	-1.09	1.40
31 Mar 18 - 31 Mar 19	5.72	3.97
31 Mar 19 - 31 Mar 20	-8.41	-8.04
31 Mar 20 - 31 Mar 21	20.73	26.61
31 Mar 21 - 31 Mar 22	1.96	5.02
31 Mar 22 - 31 Mar 23	-5.50	-4.73
31 Mar 23 - 31 Mar 24	8.47	10.39
31 Mar 24 - 31 Mar 25	2.93	3.05
31 Mar 25 - 31 Mar 26	23.43	10.55

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.30	0.21
1 Month	3.38	2.41
3 Months	2.17	2.84
6 Months	15.89	5.87
1 Year	32.04	16.83
3 Years annualised	13.67	10.44
5 Years annualised	6.91	6.29

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

Fidelity Multi Asset Income & Growth Fund