Fidelity Investment Funds IV - Fidelity Open World Fund A Acc

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

278.20p

arrow-up2.30p (+0.83%)

Fund Code

B8ZQDX2

GB00B8ZQDX23

Prices updated as at 25 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskLow
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
-2.92-1.30
0.920.63
-1.23-0.74
83.8974.67
0.710.44
8.187.87
3.345.55


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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