Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund Lovewell Blake FP Acc
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
139.10p
-0.40p (-0.29%)
Fund Code
LBMSA
BFYN526
GB00BFYN5266
Prices updated as at 21 May 2025
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Prices in GBX
Investment objective
This Fund targets an average annual return of 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 40-60% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | -6.13 | -7.15 |
31 Mar 20 - 31 Mar 21 | 22.23 | 20.92 |
31 Mar 21 - 31 Mar 22 | 3.31 | 2.71 |
31 Mar 22 - 31 Mar 23 | -2.25 | -5.52 |
31 Mar 23 - 31 Mar 24 | 6.07 | 8.45 |
31 Mar 24 - 31 Mar 25 | 5.41 | 3.46 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | 0.22 | -0.09 |
1 Month | 4.27 | 4.42 |
3 Months | 0.14 | -0.84 |
6 Months | 3.19 | 1.75 |
1 Year | 6.10 | 4.28 |
3 Years annualised | 4.70 | 4.28 |
5 Years annualised | 5.51 | 4.74 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.