Fidelity Multi Asset Allocator Defensive Fund

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

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

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

144.80p

arrow-up0.10p (+0.07%)

Fund Code

MADNY

B8YQD22

GB00B8YQD220

Prices updated as at 26 Mar 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 an ‘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.
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
01 Mar 2013
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 Multi Asset. Chris has 20 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
Sarah Cawthray
Manager start date
01 Jan 2021
Fund manager biography
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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