Fidelity Multi Asset Open Adventurous Fund

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

Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation

Category GBP Allocation 80%+ Equity
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

204.60p

arrow-down-1.10p (-0.53%)

Fund Code

NMOAA

BC7GXM7

GB00BC7GXM70

Prices updated as at 23 May 2025
|
Prices in GBX
Investment objective
This Fund targets an average annual return of 6.5% 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.
Company name
FIL Investment Services (UK) Ltd
Fund launch date
24 Jul 2013
Domicile
United Kingdom
UCITS
Yes
Lead manager
Chris Forgan
Lead manager start date
01 Jan 2020
Lead fund manager biography
Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 24 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Fund manager
Caroline Shaw
Manager start date
31 Aug 2023
Fund manager biography
Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
Got a question?
Get in touch
we're here to help:
(+44) 08003686868
Mon-Fri 8am to 6pm


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.