Fidelity Investment Funds IV - Fidelity Allocator World Fund W Accumulation
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
304.40p
3.20p (+1.06%)
Fund Code
YAWAN
B9777B6
GB00B9777B62
Prices updated as at 22 Apr 2024
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more through global exposure to 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/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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Chris Forgan, Sarah Cawthray |
| 313.4 | |
| 260.6 | |
| Fund comparative index | IA Global |
| Global | |
| - | |
| 0.20 | |
| 0.02 | |
| 0.00 | |
| Global Large-Cap Blend Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 05 Feb 2013 |
| £193.04m | |
| - | |
| - | |
| - | |
| 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.
