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

136.90p

arrow-down-1.00p (-0.73%)

Fund Code

HWGPG

BN4BK10

GB00BN4BK105

Prices updated as at 16 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 30/11/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

25.78%

% Weight
Value
Core
Growth
Large

20

26

19

Medium

6

12

8

Small

3

4

2

Valuation

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

16.06

16.06
17.76

1.61

1.61
2.12

2.12

2.12
2.89

10.69

10.69
12.35

Growth rate

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

9.97%

9.97%
9.13%

2.17%

2.17%
2.09%

20.75%

20.75%
7.10%

Top 10 holdings

1
Ftse 100 Index Future Dec25 Z Z5
Sector
-
Country
United Kingdom
% of assets
9.95959
2
iShares S&P 500 Swap ETF USD Acc
Sector
-
Country
Ireland
% of assets
9.80895
3
Fidelity Index Emerging Mrkts F Acc
Sector
-
Country
United Kingdom
% of assets
9.224
4
Euro Stoxx 50 Future Dec25 Vgz5
Sector
-
Country
Germany
% of assets
8.35587
5
Fidelity Global Future Leaders W GBP Acc
Sector
-
Country
United Kingdom
% of assets
8.13196
6
iShares MSCI World Small Cap ETF USD Acc
Sector
-
Country
Ireland
% of assets
7.45034
7
Artemis UK Select G Acc GBP
Sector
-
Country
United Kingdom
% of assets
6.46378
8
Germany (Federal Republic Of) 0%
Sector
-
Country
Germany
% of assets
6.37088
9
United Kingdom of Great Britain and Northern Ireland 0%
Sector
-
Country
United Kingdom
% of assets
5.70701
10
Fidelity Index Japan P Acc
Sector
-
Country
United Kingdom
% of assets
5.27264
Assets in top 10 holdings %

76.75%

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

41.79%

Basic materials

5.51%
-

Con cyclical

12.12%
-

Financial svs

21.95%
-

Real estate

2.21%
-

45.47%

Comm services

7.10%
-

Energy

3.01%
-

Industrials

14.85%
-

Technology

20.51%
-

12.74%

Con defensive

4.01%
-

Healthcare

6.95%
-

Utilities

1.78%
-


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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