Fidelity Investment Funds IV - Fidelity Multi Asset Open Growth Fund A Acc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

75.18p

arrow-up0.16p (+0.21%)

Fund Code

3369656

GB0033696567

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
This Fund targets an average annual return of 5.5% 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerCaroline Shaw, Chris Forgan
75.35
67.53
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
1.82
0.07
-
GBP Allocation 60-80% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date17 Oct 2003
£632.54m
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-
-
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

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.