Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund Lovewell Blake FP Acc

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

158.80p

arrow-up0.70p (+0.44%)

Fund Code

LBMOA

BFYN4Z2

GB00BFYN4Z20

Prices updated as at 29 Jan 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.

Annual performance (%)

Year	This fund	GBP Allocation 80%+ Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-	-
31 Dec 18 - 31 Dec 19	15.31	18.06
31 Dec 19 - 31 Dec 20	5.40	6.91
31 Dec 20 - 31 Dec 21	12.73	13.56
31 Dec 21 - 31 Dec 22	-3.96	-9.80
31 Dec 22 - 31 Dec 23	6.87	9.43
31 Dec 23 - 31 Dec 24	9.21	10.96

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.44	0.07
1 Month	2.98	2.09
3 Months	4.54	3.83
6 Months	7.44	6.72
1 Year	14.08	13.74
3 Years annualised	6.41	5.47
5 Years annualised	6.76	5.56

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 Open Adventurous Fund