Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Growth Fund W Accumulation

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

221.00p

arrow-down-0.40p (-0.18%)

Fund Code

MAAGY

B9C3GS9

GB00B9C3GS90

Prices updated as at 11 Dec 2024

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 a portfolio providing global exposure to both lower and 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14	4.80	6.31
30 Sep 14 - 30 Sep 15	-1.00	0.07
30 Sep 15 - 30 Sep 16	18.24	15.70
30 Sep 16 - 30 Sep 17	4.26	9.07
30 Sep 17 - 30 Sep 18	4.64	5.10
30 Sep 18 - 30 Sep 19	8.60	3.86
30 Sep 19 - 30 Sep 20	2.52	-0.10
30 Sep 20 - 30 Sep 21	13.93	16.49
30 Sep 21 - 30 Sep 22	-8.22	-10.24
30 Sep 22 - 30 Sep 23	3.53	5.13
30 Sep 23 - 30 Sep 24	15.19	14.19

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	-0.36	-0.22
1 Month	2.12	1.88
3 Months	5.78	4.54
6 Months	7.74	5.13
1 Year	15.67	14.04
3 Years annualised	3.10	2.57
5 Years annualised	6.16	5.38

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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Fidelity Multi Asset Allocator Growth Fund