Fidelity Sustainable Multi Asset Growth Fund

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

Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Growth Fund W Accumulation

Category GBP Allocation 60-80% Equity
Sustainability Mixed Goals

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

110.10p

arrow-up0.60p (+0.55%)

Fund Code

WSMGA

BLH2339

GB00BLH23390

Prices updated as at 02 May 2025
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Prices in GBX

Investment objective
The Fund aims to increase the value of investment over a typical market cycle of 5-7 years. The Fund will invest at least 70% of its assets in (i) funds and other assets which contribute to positive environmental and / or social outcomes (‘Sustainability Focus’) and (ii) funds which have the potential to contribute to positive environmental outcomes set out by the Paris Agreement’s climate targets by restricting carbon emissions exposures in line with EU Paris-aligned benchmark (PAB) requirements (‘Sustainability Improvers’). The Fund provides global exposure to a diversified range of assets by investing at least 70% into funds managed by Fidelity, or by third party asset managers, which invest in a mixture of asset classes (including equities, bonds and alternatives). The Fund can also invest directly into equities, bonds and alternatives.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerCaroline Shaw, Chris Forgan
117.2
101.9
Fund comparative indexIA Mixed Investment 40-85% Shares
Mixed Investment 40-85% Shares
-
0.50
0.05
0.00
GBP Allocation 60-80% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date10 Jun 2021
£11.82m
-
-
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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