Fidelity Investment Funds IV - Fidelity Open World Fund A Acc

Category Global Large-Cap Blend Equity

Last buy/sell price

280.20p

arrow-up0.90p (+0.32%)

Fund Code

B8ZQDX2

GB00B8ZQDX23

Prices updated as at 20 May 2025

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Prices in GBX

Investment objective

This Fund targets an average annual return of 7% 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.

Annual performance (%)

Year	This fund	Global Large-Cap Blend Equity
31 Mar 14 - 31 Mar 15	14.98	14.57
31 Mar 15 - 31 Mar 16	-3.53	-1.71
31 Mar 16 - 31 Mar 17	32.30	27.49
31 Mar 17 - 31 Mar 18	-0.25	1.51
31 Mar 18 - 31 Mar 19	9.06	6.58
31 Mar 19 - 31 Mar 20	-10.18	-7.48
31 Mar 20 - 31 Mar 21	37.26	35.11
31 Mar 21 - 31 Mar 22	10.22	9.16
31 Mar 22 - 31 Mar 23	-1.79	-1.65
31 Mar 23 - 31 Mar 24	13.26	16.91
31 Mar 24 - 31 Mar 25	1.83	1.62

Trailing returns (%)

Year	This fund	Global Large-Cap Blend Equity
1 Day	-0.07	-0.11
1 Month	8.80	9.04
3 Months	-4.68	-5.07
6 Months	-0.21	-0.34
1 Year	2.84	4.04
3 Years annualised	7.27	9.46
5 Years annualised	9.44	9.88

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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