abrdn MyFolio Index IV Fund Institutional S Fixed Accumulation

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

£0.9222

arrow-up£0.00 (+0.04%)

Fund Code

SLFSA

BHZCR08

GB00BHZCR081

Prices updated as at 02 Jun 2026

Prices in GBP

Investment objective

To generate growth over the long term (5 years or more) while being managed to a defined level of risk. The fund is part of the abrdn MyFolio Index range, which offers five funds with different expected combinations of investment risk and return. This fund is risk level IV, which aims to be the second highest risk fund in this range. The fund will invest at least 80% in passively managed funds, including those managed by abrdn, to obtain broad exposure to a range of diversified investments. It may invest up to 20% in actively managed funds (including those managed by abrdn).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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	-	-
31 Mar 16 - 31 Mar 17	-	-
31 Mar 17 - 31 Mar 18	-	-
31 Mar 18 - 31 Mar 19	-	-
31 Mar 19 - 31 Mar 20	-8.29	-8.04
31 Mar 20 - 31 Mar 21	26.68	26.61
31 Mar 21 - 31 Mar 22	7.51	5.02
31 Mar 22 - 31 Mar 23	-1.97	-4.73
31 Mar 23 - 31 Mar 24	12.60	10.39
31 Mar 24 - 31 Mar 25	5.15	3.05
31 Mar 25 - 31 Mar 26	14.80	10.55

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.24	0.05
1 Month	4.23	3.64
3 Months	2.83	2.27
6 Months	9.95	7.45
1 Year	23.30	18.38
3 Years annualised	14.49	11.47
5 Years annualised	8.73	6.20

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.

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