Fidelity Sustainable Multi Asset Conservative Fund

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There is only one type of share class for this fund.

Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Conservative Fund W Accumulation

Category GBP Allocation 20-40% Equity
Sustainability Mixed Goals


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

104.90p

arrow-up0.30p (+0.29%)

Fund Code

WSMCA

BLH2306

GB00BLH23069

Prices updated as at 17 Dec 2025
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Prices in GBX

Investment objective
The Fund aims to increase the value of investment over a typical market cycle of 5-7 years. The Fund will invest at least 70% of its assets in (i) funds and other assets which contribute to positive environmental and / or social outcomes (‘Sustainability Focus’) and (ii) funds which have the potential to contribute to positive environmental outcomes set out by the Paris Agreement’s climate targets by restricting carbon emissions exposures in line with EU Paris-aligned benchmark (PAB) requirements (‘Sustainability Improvers’). The Fund provides global exposure to a diversified range of assets by investing at least 70% into funds managed by Fidelity, or by third party asset managers, which invest in a mixture of asset classes (including equities, bonds and alternatives). The Fund can also invest directly into equities, bonds and alternatives.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 18--
30 Sep 18 - 30 Sep 19--
30 Sep 19 - 30 Sep 20--
30 Sep 20 - 30 Sep 21--
30 Sep 21 - 30 Sep 22-13.90-11.07
30 Sep 22 - 30 Sep 231.823.13
30 Sep 23 - 30 Sep 2411.4610.89
30 Sep 24 - 30 Sep 254.875.49

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.290.06
1 Month0.190.31
3 Months1.652.24
6 Months5.085.53
1 Year6.007.04
3 Years annualised5.756.06
5 Years annualised--
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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