Fidelity Investment Funds IV - Fidelity Multi Asset Open Growth Fund A Acc
Category GBP Allocation 60-80% Equity
Last buy/sell price
79.04p
0.72p (+0.92%)
Fund Code
3369656
GB0033696567
Prices updated as at 06 May 2025
|
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.
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 |
| 82.33 | |
| 73.64 | |
| Fund comparative index | IA Mixed Investment 40-85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 1.78 | |
| 0.06 | |
| - | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 17 Oct 2003 |
| £557.12m | |
| - | |
| - | |
| - | |
| 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.
