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

139.70p

arrow-up2.70p (+1.97%)

Fund Code

HWGPG

BN4BK10

GB00BN4BK105

Prices updated as at 01 Apr 2026
|
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 28/02/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

28.28%

% Weight
Value
Core
Growth
Large

17

28

18

Medium

6

11

8

Small

3

5

3

  • Interest rate risk

    Bond %
    Avg credit quality-
    Avg wtd coupon6.98
    Modified duration-

  • Credit quality breakdown

    Rating% of Bond
    No Data

Valuation

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

16.26

16.26
18.19

1.63

1.63
2.23

2.17

2.17
2.99

10.99

10.99
12.49

Growth rate

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

10.67%

10.67%
10.22%

2.13%

2.13%
1.94%

21.78%

21.78%
7.20%

Top 10 holdings

1
Ftse 100 Index Future Mar26 Z H6 Z
Sector
-
Country
United Kingdom
% of assets
10.76892
2
iShares S&P 500 Swap ETF USD Acc
Sector
-
Country
Ireland
% of assets
10.5649
3
iShares MSCI World Small Cap ETF USD Acc
Sector
-
Country
Ireland
% of assets
9.93955
4
Fidelity Index Emerging Mrkts F Acc
Sector
-
Country
United Kingdom
% of assets
9.62409
5
Fidelity Global Future Leaders W GBP Acc
Sector
-
Country
United Kingdom
% of assets
7.37674
6
Euro Stoxx 50 Future Mar26 Vgh6
Sector
-
Country
Germany
% of assets
7.34621
7
Artemis UK Select G Acc GBP
Sector
-
Country
United Kingdom
% of assets
6.40606
8
Germany (Federal Republic Of) 0%
Sector
-
Country
Germany
% of assets
5.77622
9
Fidelity Index Japan F Acc
Sector
-
Country
United Kingdom
% of assets
5.50671
10
United Kingdom of Great Britain and Northern Ireland 0%
Sector
-
Country
United Kingdom
% of assets
5.19901
Assets in top 10 holdings %

78.51%

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

41.94%

Basic materials

7.36%
-

Con cyclical

11.04%
-

Financial svs

21.03%
-

Real estate

2.50%
-

43.75%

Comm services

5.69%
-

Energy

3.27%
-

Industrials

16.83%
-

Technology

17.97%
-

14.31%

Con defensive

5.26%
-

Healthcare

7.24%
-

Utilities

1.81%
-


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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