Fidelity Investment Funds IV - Fidelity Strategic Growth Portfolio Howard Wright Acc

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

137.10p

arrow-up0.20p (+0.15%)

Fund Code

HWGPG

BN4BK10

GB00BN4BK105

Prices updated as at 17 Dec 2025

Prices in GBX

Investment objective

The Fund aims to increase the value of investor's investment over a typical market cycle of 5-7 years. The Fund provides global exposure to a diversified range of assets (including bonds, equities, alternatives and commodities) by investing at least 70% into funds (including those operated by Fidelity). The Fund has at least 70% exposure to higher risk investments (such as global equities, global emerging market equities and global smaller companies) meaning that it is likely to experience short-term price fluctuations and an investor may not get back the full amount invested.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% 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	-	-
30 Sep 22 - 30 Sep 23	-	-
30 Sep 23 - 30 Sep 24	14.88	14.19
30 Sep 24 - 30 Sep 25	11.94	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.73	-0.42
1 Month	-0.51	-0.27
3 Months	4.03	3.45
6 Months	11.57	8.66
1 Year	10.76	9.02
3 Years annualised	11.86	9.35
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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.