Fidelity Sustainable Multi Asset Growth Fund

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

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

Category GBP Allocation 60-80% 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

123.60p

arrow-up0.70p (+0.57%)

Fund Code

WSMGA

BLH2339

GB00BLH23390

Prices updated as at 12 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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