Fidelity Multi Asset Open Defensive Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Investment Funds IV - Fidelity Multi Asset Open Defensive Fund Lovewell Blake FP Acc

Category GBP Allocation 20-40% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

118.10p

arrow-up0.10p (+0.08%)

Fund Code

LBMDA

BFYN504

GB00BFYN5043

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
This Fund targets an average annual return of 4% 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerCaroline Shaw, Chris Forgan
118.1
108.9
Fund comparative indexIA Mixed Investment 0-35% Shares
Mixed Investment 0-35% Shares
-
0.82
0.11
0.00
GBP Allocation 20-40% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date11 Apr 2018
£95.87m
-
-
-
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

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