Fidelity Investment Funds IV - Fidelity Strategic Defensive Portfolio Howard Wright

Category GBP Allocation 20-40% Equity

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

Last buy/sell price

116.20p

arrow-up0.30p (+0.26%)

Fund Code

HWDPG

BN4BK21

GB00BN4BK212

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 lower risk investments (such as debt instruments including global government bonds, global corporate bonds and cash) with the aim of mitigating the risk of capital losses, however, 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Caroline Shaw, Chris Forgan
	116.3
	107.1
Fund comparative index	Bloomberg Global High Yield TR Hdg GBP
	-
	-
	0.50
	0.01
	0.00
	GBP Allocation 20-40% Equity
	No
Fund provider	FIL Investment Services (UK) Ltd
Share class launch date	29 Sep 2022
	£48.63m
	-
	-
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.