Fidelity Investment Funds IV - Fidelity Open World Fund A Acc

Category Global Large-Cap Blend Equity
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Last buy/sell price

267.90p

arrow-up1.60p (+0.60%)

Fund Code

B8ZQDX2

GB00B8ZQDX23

Prices updated as at 02 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 (%)

YearThis fundGlobal Large-Cap Blend Equity
31 Mar 14 - 31 Mar 1514.9814.57
31 Mar 15 - 31 Mar 16-3.53-1.71
31 Mar 16 - 31 Mar 1732.3027.49
31 Mar 17 - 31 Mar 18-0.251.51
31 Mar 18 - 31 Mar 199.066.58
31 Mar 19 - 31 Mar 20-10.18-7.48
31 Mar 20 - 31 Mar 2137.2635.11
31 Mar 21 - 31 Mar 2210.229.16
31 Mar 22 - 31 Mar 23-1.79-1.65
31 Mar 23 - 31 Mar 2413.2616.91
31 Mar 24 - 31 Mar 251.831.62

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day0.601.56
1 Month-1.58-0.95
3 Months-8.69-8.56
6 Months-1.72-1.44
1 Year2.253.77
3 Years annualised4.296.61
5 Years annualised9.299.84
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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