Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Conservative Fund W Accumulation
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
103.20p
0.30p (+0.29%)
Fund Code
WSMCA
BLH2306
GB00BLH23069
Prices updated as at 31 Mar 2026
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Portfolio as of 28/02/2026
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
40.38%
% Weight
Value
Core
Growth
Large
14
40
24
Medium
5
9
4
Small
1
2
1
Valuation
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Conservative Fund W Accumulation
GBP Allocation 20-40% Equity
17.93
2.97
2.79
14.16
Growth rate
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Conservative Fund W Accumulation
GBP Allocation 20-40% Equity
10.94%
2.13%
7.04%
Top 10 holdings
1
Fidelity SustainableGlobalCorpBdWGBPAccH
Sector
-
Country
Luxembourg
% of assets
21.86428
2
Fidelity Glbl Corp Bd Rsh Enh PAB ETF £H
Sector
-
Country
Ireland
% of assets
19.40191
3
Amundi MSCI UK IMI SRIClmtPrsAlgdETFDR£C
Sector
-
Country
Luxembourg
% of assets
8.64075
4
Franklin S&P 500 Paris Aligned Clmt ETF
Sector
-
Country
Ireland
% of assets
8.45133
5
HSBC MSCI EM Clmt Paris Aligned ETF USD
Sector
-
Country
Ireland
% of assets
5.10733
6
Fidelity Index Global Govt Bd F Acc
Sector
-
Country
United Kingdom
% of assets
4.37583
7
Fidelity Cash W Acc
Sector
-
Country
United Kingdom
% of assets
4.2669
8
Fidelity EUR Corp Bd Rsh Enh PABETF£HAcc
Sector
-
Country
Ireland
% of assets
4.12934
9
Fidelity USD Corp Bd Rsh Enh PABETF£Hacc
Sector
-
Country
Ireland
% of assets
3.16284
10
United Kingdom of Great Britain and Northern Ireland 0%
Sector
-
Country
United Kingdom
% of assets
3.09843
Assets in top 10 holdings %
82.50%
Total no. of equity holdings
-
Total no. of bond holdings
-
Stock sectors
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Conservative Fund W Accumulation
GBP Allocation 20-40% Equity
35.97%
Basic materials
Con cyclical
Financial svs
Real estate
42.31%
Comm services
Energy
Industrials
Technology
21.72%
Con defensive
Healthcare
Utilities
