Fidelity Investment Funds IV - Fidelity Open World Fund A Acc
Category Global Large-Cap Blend Equity
Last buy/sell price
276.20p
-0.40p (-0.14%)
Fund Code
B8ZQDX2
GB00B8ZQDX23
Prices updated as at 28 Mar 2025
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | Global Large-Cap Blend Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | 1.42 | 3.36 |
31 Dec 15 - 31 Dec 16 | 26.32 | 23.49 |
31 Dec 16 - 31 Dec 17 | 13.28 | 12.57 |
31 Dec 17 - 31 Dec 18 | -5.34 | -6.71 |
31 Dec 18 - 31 Dec 19 | 17.24 | 19.03 |
31 Dec 19 - 31 Dec 20 | 6.53 | 10.59 |
31 Dec 20 - 31 Dec 21 | 18.72 | 18.05 |
31 Dec 21 - 31 Dec 22 | -5.04 | -9.34 |
31 Dec 22 - 31 Dec 23 | 8.19 | 12.76 |
31 Dec 23 - 31 Dec 24 | 11.32 | 14.27 |
Trailing returns (%)
Year | This fund | Global Large-Cap Blend Equity |
---|---|---|
1 Day | -0.14 | -0.70 |
1 Month | -3.49 | -4.44 |
3 Months | -2.26 | -3.32 |
6 Months | 1.69 | 1.16 |
1 Year | 3.29 | 3.49 |
3 Years annualised | 5.29 | 6.28 |
5 Years annualised | 11.11 | 12.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.