Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
121.40p
0.80p (+0.66%)
Fund Code
WSMBA
BLH2328
GB00BLH23283
Prices updated as at 29 May 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 or Product Summary document
, 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 30/04/2026
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
33.40%
% Weight
Value
Core
Growth
Large
20
33
26
Medium
4
10
4
Small
1
1
0
Valuation
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
GBP Allocation 40-60% Equity
18.21
3.14
3.18
14.24
Growth rate
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
GBP Allocation 40-60% Equity
11.40%
1.93%
9.53%
Top 10 holdings
1
Fidelity SustainableGlobalCorpBdWGBPAccH
Sector
-
Country
Luxembourg
% of assets
23.26399
2
Franklin S&P 500 Paris Aligned Clmt ETF
Sector
-
Country
Ireland
% of assets
21.79731
3
Fidelity Gl Crp Bd RshEnhPABETFGBPAccH
Sector
-
Country
Ireland
% of assets
15.29681
4
Amundi MSCI UK IMI SRIClmtPrsAlgdETFDR£C
Sector
-
Country
Luxembourg
% of assets
8.67607
5
HSBC MSCI EM Clmt Paris Aligned ETF USD
Sector
-
Country
Ireland
% of assets
8.40924
6
Fidelity Sust European Equity W Acc
Sector
-
Country
United Kingdom
% of assets
3.68554
7
Fidelity USD HY Corp BdRshEnhPABETF£HAcc
Sector
-
Country
Ireland
% of assets
3.00553
8
UBS MSCI Jpn Clmt Prs Algnd ETF JPY acc
Sector
-
Country
Ireland
% of assets
2.97566
9
iShares MSCI EMU Paris-Algnd ClmtETF€Acc
Sector
-
Country
Ireland
% of assets
2.89928
10
Fidelity Cash W Acc
Sector
-
Country
United Kingdom
% of assets
2.80412
Assets in top 10 holdings %
92.81%
Total no. of equity holdings
-
Total no. of bond holdings
-
Stock sectors
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
GBP Allocation 40-60% Equity
31.62%
Basic materials
Con cyclical
Financial svs
Real estate
50.71%
Comm services
Energy
Industrials
Technology
17.67%
Con defensive
Healthcare
Utilities
