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
115.60p
0.50p (+0.43%)
Fund Code
WSMBA
BLH2328
GB00BLH23283
Prices updated as at 12 Dec 2025
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 31/10/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
36.67%
% Weight
Value
Core
Growth
Large
18
37
24
Medium
5
9
6
Small
1
1
1
Valuation
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
GBP Allocation 40-60% Equity
18.66
2.83
3.12
14.27
Growth rate
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Balanced Fund W Accumulation
GBP Allocation 40-60% Equity
9.40%
2.15%
10.30%
Top 10 holdings
1
Fidelity SustainableGlobalCorpBdWGBPAccH
Sector
-
Country
Luxembourg
% of assets
22.83587
2
Franklin S&P 500 Paris Aligned Clmt ETF
Sector
-
Country
Ireland
% of assets
19.36365
3
Fidelity Glbl Corp Bd Rsh Enh PAB ETF £H
Sector
-
Country
Ireland
% of assets
15.25845
4
Amundi MSCI UK IMI SRIClmtPrsAlgdETFDR£C
Sector
-
Country
Luxembourg
% of assets
8.24863
5
HSBC MSCI EM Clmt Paris Aligned ETF USD
Sector
-
Country
Ireland
% of assets
6.56797
6
Fidelity Sust European Equity W Acc
Sector
-
Country
United Kingdom
% of assets
5.63087
7
iShares MSCI EMU Paris-Algnd ClmtETF€Acc
Sector
-
Country
Ireland
% of assets
4.54294
8
Fidelity USD HY Corp BdRshEnhPABETF£HAcc
Sector
-
Country
Ireland
% of assets
3.00658
9
Fidelity Cash W Acc
Sector
-
Country
United Kingdom
% of assets
2.84126
10
Fidelity Sustainable UK Equity W Acc
Sector
-
Country
United Kingdom
% of assets
2.47351
Assets in top 10 holdings %
90.77%
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
33.82%
Basic materials
Con cyclical
Financial svs
Real estate
47.32%
Comm services
Energy
Industrials
Technology
18.86%
Con defensive
Healthcare
Utilities
