Fidelity Investment Funds IV - Fidelity Multi Asset Income Fund A Acc

Category GBP Allocation 20-40% Equity
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Last buy/sell price

175.10p

arrow-down-0.40p (-0.23%)

Fund Code

B1VQRP7

GB00B1VQRP77

Prices updated as at 09 May 2025
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Prices in GBX
Investment objective
The Fund aims to achieve an income yield of 4-6% per annum over a typical market cycle (5-7 years). The Fund invests at least 70% into funds (including funds managed by Fidelity) which provide global exposure to a mixture of asset classes. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
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.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Mar 14 - 31 Mar 158.748.32
31 Mar 15 - 31 Mar 16-1.06-1.42
31 Mar 16 - 31 Mar 1712.359.72
31 Mar 17 - 31 Mar 18-1.670.24
31 Mar 18 - 31 Mar 194.622.12
31 Mar 19 - 31 Mar 20-6.33-4.22
31 Mar 20 - 31 Mar 2114.6313.35
31 Mar 21 - 31 Mar 22-2.330.81
31 Mar 22 - 31 Mar 23-9.80-5.41
31 Mar 23 - 31 Mar 244.366.31
31 Mar 24 - 31 Mar 253.003.34

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.230.26
1 Month2.153.14
3 Months-0.96-1.49
6 Months1.040.94
1 Year2.813.74
3 Years annualised-0.472.27
5 Years annualised0.852.72
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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