Fidelity Allocator World Fund

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There is only one type of share class for this fund.

Fidelity Investment Funds IV - Fidelity Allocator World Fund W Accumulation

Category Global Large-Cap Blend Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

333.50p

arrow-down-1.00p (-0.30%)

Fund Code

YAWAN

B9777B6

GB00B9777B62

Prices updated as at 18 Oct 2024
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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 global exposure to 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. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
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.

Growth of 1,000 as of 19 Oct 2024, 18:10

Trailing returns (%) as of 19 Oct 2024, 18:10

Annual performance (%)

YearThis fundGlobal Large-Cap Blend Equity
30 Sep 13 - 30 Sep 1411.377.83
30 Sep 14 - 30 Sep 150.25-0.47
30 Sep 15 - 30 Sep 1628.7926.52
30 Sep 16 - 30 Sep 1714.1813.57
30 Sep 17 - 30 Sep 1811.919.72
30 Sep 18 - 30 Sep 198.034.10
30 Sep 19 - 30 Sep 201.233.82
30 Sep 20 - 30 Sep 2124.7420.19
30 Sep 21 - 30 Sep 22-3.41-6.96
30 Sep 22 - 30 Sep 235.788.94
30 Sep 23 - 30 Sep 2418.6416.24

Trailing returns (%)

YearThis fundGlobal Large-Cap Blend Equity
1 Day-0.30-0.05
1 Month4.123.47
3 Months4.022.88
6 Months10.327.56
1 Year21.9419.29
3 Years annualised7.646.70
5 Years annualised10.249.61
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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