Fidelity Investment Funds IV - Fidelity Open World Fund A Acc

Category Global Large-Cap Blend Equity


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Last buy/sell price

261.10p

arrow-up0.60p (+0.23%)

Fund Code

B8ZQDX2

GB00B8ZQDX23

Prices updated as at 19 Apr 2024
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Prices in GBX

Investment objective
This Fund targets an average annual return of 7% 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
268.4
231
Fund comparative indexIA Global
Global
-
1.90
0.05
-
Global Large-Cap Blend Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date05 Feb 2013
£1.47b
-
-
-
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.