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
|Open Ended Investment Company
|Chris Forgan, Sarah Cawthray
|Fund comparative index
|IA Mixed Investment 40-85% Shares
|Mixed Investment 40-85% Shares
|GBP Allocation 60-80% Equity
|FIL Investment Services (UK) Ltd
|Share class launch date
|08 Nov 2023
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.