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

Category GBP Allocation 60-80% Equity


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

118.70p

arrow-up1.20p (+1.02%)

Fund Code

NMAIN

BFPC0C7

GB00BFPC0C71

Prices updated as at 12 Dec 2025
|
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.

Annual charges

Product charges
0.97
0.16
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 10 Dec 2025pdf
Value Assessment Report 13 Oct 2025pdf
Annual Report 31 Jul 2025pdf
Interim Report 30 Apr 2025pdf
Prospectus01 Apr 2025pdf
Key Information Document / Technical Guide 31 Jan 2025pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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