Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund Lovewell Blake FP Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
143.40p
-0.40p (-0.28%)
Fund Code
LBMOA
BFYN4Z2
GB00BFYN4Z20
Prices updated as at 18 Apr 2024
Prices in GBX
Investment objective
This Fund targets an average annual return of 6.5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund. 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) which may be index tracking funds or actively managed funds.
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 | Caroline Shaw, Chris Forgan |
| 146.8 | |
| 129.6 | |
| Fund comparative index | IA Flexible |
| Flexible Investment | |
| - | |
| 0.89 | |
| 0.08 | |
| 0.00 | |
| GBP Allocation 80%+ Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 11 Apr 2018 |
| £306.69m | |
| - | |
| - | |
| - | |
| 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.
