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

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

137.90p

arrow-up0.90p (+0.66%)

Fund Code

HWGPG

BN4BK10

GB00BN4BK105

Prices updated as at 12 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.

Portfolio as of 31/10/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

25.29%

% Weight
Value
Core
Growth
Large

19

25

20

Medium

6

12

9

Small

3

4

3

Valuation

Fidelity Investment Funds IV - Fidelity Strategic Growth Portfolio Howard Wright Acc
GBP Allocation 60-80% Equity

16.33

16.33
17.92

1.63

1.63
2.10

2.15

2.15
2.90

10.74

10.74
12.54

Growth rate

Fidelity Investment Funds IV - Fidelity Strategic Growth Portfolio Howard Wright Acc
GBP Allocation 60-80% Equity

9.75%

9.75%
8.91%

2.16%

2.16%
2.11%

20.40%

20.40%
6.93%

Top 10 holdings

1
Fidelity Index Emerging Mrkts F Acc
Sector
-
Country
United Kingdom
% of assets
9.49477
2
iShares S&P 500 Swap ETF USD Acc
Sector
-
Country
Ireland
% of assets
8.89311
3
Euro Stoxx 50 Future Dec25 Vgz5
Sector
-
Country
Germany
% of assets
8.4246
4
Fidelity Global Future Leaders W GBP Acc
Sector
-
Country
United Kingdom
% of assets
8.1988
5
iShares MSCI World Small Cap ETF USD Acc
Sector
-
Country
Ireland
% of assets
7.35094
6
Germany (Federal Republic Of) 0%
Sector
-
Country
Germany
% of assets
6.38348
7
Artemis UK Select G Acc GBP
Sector
-
Country
United Kingdom
% of assets
6.33311
8
Brown Advisory US Sust Gr USD C Acc
Sector
-
Country
Ireland
% of assets
5.73855
9
United Kingdom of Great Britain and Northern Ireland 0%
Sector
-
Country
United Kingdom
% of assets
5.6741
10
Fidelity Index Japan P Acc
Sector
-
Country
United Kingdom
% of assets
5.33214
Assets in top 10 holdings %

71.82%

Total no. of equity holdings

-

Total no. of bond holdings

-

Stock sectors

Fidelity Investment Funds IV - Fidelity Strategic Growth Portfolio Howard Wright Acc
GBP Allocation 60-80% Equity

41.36%

Basic materials

5.03%
-

Con cyclical

12.63%
-

Financial svs

21.59%
-

Real estate

2.11%
-

46.32%

Comm services

7.55%
-

Energy

2.85%
-

Industrials

14.95%
-

Technology

20.97%
-

12.31%

Con defensive

4.15%
-

Healthcare

6.48%
-

Utilities

1.69%
-


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.


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