Fidelity Multi Asset Allocator Adventurous Fund

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

Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Adventurous Fund W Accumulation

Category GBP Allocation 80%+ Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

255.20p

arrow-down-0.90p (-0.35%)

Fund Code

YMADV

B893BN5

GB00B893BN59

Prices updated as at 23 May 2025

Prices in GBX

Investment objective

The Fund aims to increase the value of investor's investment over a period of 5 years or more through a portfolio providing global exposure to both lower and higher risk assets. The Fund will invest at least 70% into funds that use ‘index tracking’ (also known as 'passive') investment management approach (these may include Funds managed by Fidelity), with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, 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.

Company name

FIL Investment Services (UK) Ltd

Fund launch date

05 Dec 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Chris Forgan

Lead manager start date

06 Oct 2017

Lead fund manager biography

Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 24 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.

Fund manager

Caroline Shaw

Manager start date

01 May 2025

Fund manager biography

Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.

Head office

Beech Gate, Millfield Lane, Lower Kingswood, Tadworth

Surrey

United Kingdom

KT20 6RP

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