Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Growth Fund W Accumulation
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
111.70p
0.10p (+0.09%)
Fund Code
WSMGA
BLH2339
GB00BLH23390
Prices updated as at 11 Oct 2024
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a typical market cycle of 5-7 years. The Fund will obtain at least 70% exposure to investments with sustainable characteristics. All of the Fund’s holdings will adhere to Fidelity’s Sustainable Family exclusion policy.
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
Growth of 1,000 as of 12 Oct 2024, 15:10
Trailing returns (%) as of 12 Oct 2024, 15:10
No data available
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
30 Sep 13 - 30 Sep 14 | - | - |
30 Sep 14 - 30 Sep 15 | - | - |
30 Sep 15 - 30 Sep 16 | - | - |
30 Sep 16 - 30 Sep 17 | - | - |
30 Sep 17 - 30 Sep 18 | - | - |
30 Sep 18 - 30 Sep 19 | - | - |
30 Sep 19 - 30 Sep 20 | - | - |
30 Sep 20 - 30 Sep 21 | - | - |
30 Sep 21 - 30 Sep 22 | -10.25 | -10.24 |
30 Sep 22 - 30 Sep 23 | 4.06 | 5.13 |
30 Sep 23 - 30 Sep 24 | 15.07 | 14.19 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | 0.09 | 0.09 |
1 Month | 2.57 | 2.01 |
3 Months | 1.18 | 1.45 |
6 Months | 5.98 | 4.32 |
1 Year | 16.14 | 14.25 |
3 Years annualised | 3.21 | 3.12 |
5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.