Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
199.50p
0.70p (+0.35%)
Fund Code
NMOAA
BC7GXM7
GB00BC7GXM70
Prices updated as at 02 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Allocation 80%+ Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 9.72 | 11.07 |
31 Mar 15 - 31 Mar 16 | -5.24 | -3.53 |
31 Mar 16 - 31 Mar 17 | 24.24 | 18.97 |
31 Mar 17 - 31 Mar 18 | 0.61 | 2.25 |
31 Mar 18 - 31 Mar 19 | 6.34 | 4.55 |
31 Mar 19 - 31 Mar 20 | -8.47 | -9.43 |
31 Mar 20 - 31 Mar 21 | 30.59 | 32.92 |
31 Mar 21 - 31 Mar 22 | 6.49 | 6.16 |
31 Mar 22 - 31 Mar 23 | -1.07 | -4.01 |
31 Mar 23 - 31 Mar 24 | 9.41 | 12.64 |
31 Mar 24 - 31 Mar 25 | 4.79 | 2.51 |
Trailing returns (%)
Year | This fund | GBP Allocation 80%+ Equity |
---|---|---|
1 Day | 0.35 | 0.66 |
1 Month | -0.60 | -0.72 |
3 Months | -4.77 | -6.77 |
6 Months | 1.01 | -1.30 |
1 Year | 5.22 | 2.89 |
3 Years annualised | 4.37 | 3.66 |
5 Years annualised | 8.01 | 7.20 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.