Fidelity Multi Asset Open Strategic Fund

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

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

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

136.40p

arrow-up0.20p (+0.15%)

Fund Code

LBMSA

BFYN526

GB00BFYN5266

Prices updated as at 02 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.

Annual performance (%)

YearThis fundGBP 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 2122.2320.92
31 Mar 21 - 31 Mar 223.312.71
31 Mar 22 - 31 Mar 23-2.25-5.52
31 Mar 23 - 31 Mar 246.078.45
31 Mar 24 - 31 Mar 255.413.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.150.41
1 Month0.07-0.00
3 Months-1.66-2.35
6 Months2.330.85
1 Year6.485.03
3 Years annualised3.342.83
5 Years annualised5.664.72
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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