Fidelity Investment Funds IV - Fidelity Open World Fund W Accumulation

Category Global Large-Cap Blend Equity

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

Last buy/sell price

281.20p

arrow-up1.60p (+0.57%)

Fund Code

NOWRA

BC7GXN8

GB00BC7GXN87

Prices updated as at 03 Dec 2024

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.

Company name

FIL Investment Services (UK) Ltd

Fund launch date

05 Feb 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 Multi Asset. Chris has 20 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 has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines.

Head office

Beech Gate, Millfield Lane, Lower Kingswood, Tadworth

Surrey

United Kingdom

KT20 6RP

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Important Information

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Fidelity Open World Fund