Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Growth Fund Retirement Builder Acc
Category GBP Allocation 60-80% Equity
This fund can be held in a SIPP
Last buy/sell price
Prices updated as at 04 Mar 2024
Prices in GBX
The Fund aims to increase the value of investor's investment over a period of 5 years or more through a portfolio providing global exposure to both lower and higher risk assets. The Fund will invest at least 70% into funds that use an ‘index tracking’ (also known as 'passive') investment management approach (these may include Funds managed by Fidelity), with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
Important documents: Please ensure that you have read the Key Information Document/Key Facts Document, 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.
- Key stats
- Charges & documents
- Risk & rating
FIL Investment Services (UK) Ltd
Fund launch date
01 Mar 2013
Lead manager start date
06 Oct 2017
Lead fund manager biography
Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Manager start date
01 Jan 2021
Fund manager biography
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
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