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

142.30p

arrow-up0.30p (+0.21%)

Fund Code

MADNY

B8YQD22

GB00B8YQD220

Prices updated as at 14 Apr 2025
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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.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Mar 14 - 31 Mar 1511.108.32
31 Mar 15 - 31 Mar 16-1.02-1.42
31 Mar 16 - 31 Mar 177.429.72
31 Mar 17 - 31 Mar 18-2.170.24
31 Mar 18 - 31 Mar 194.842.12
31 Mar 19 - 31 Mar 202.04-4.22
31 Mar 20 - 31 Mar 218.7513.35
31 Mar 21 - 31 Mar 22-1.200.81
31 Mar 22 - 31 Mar 23-6.50-5.41
31 Mar 23 - 31 Mar 246.196.31
31 Mar 24 - 31 Mar 253.743.34

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day-0.63-0.06
1 Month-1.66-2.51
3 Months-1.46-2.05
6 Months-1.32-2.01
1 Year3.351.62
3 Years annualised1.050.69
5 Years annualised1.522.56
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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