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
113.30p
1.10p (+0.98%)
Fund Code
WSMGA
BLH2339
GB00BLH23390
Prices updated as at 20 May 2025
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
Portfolio as of 30/04/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
32.49%
% Weight
Value
Core
Growth
Large
16
32
28
Medium
5
10
6
Small
0
2
1
Valuation
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Growth Fund W Accumulation
GBP Allocation 60-80% Equity
17.43
2.49
2.88
13.01
Growth rate
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Growth Fund W Accumulation
GBP Allocation 60-80% Equity
9.39%
2.26%
10.76%
Top 10 holdings
1
Franklin S&P 500 Paris Aligned Clmt ETF
Sector
-
Country
Ireland
% of assets
22.72094
2
HSBC MSCI World Clmt Paris Algnd ETF USD
Sector
-
Country
Ireland
% of assets
10.9675
3
HSBC MSCI EM Clmt Paris Aligned ETF USD
Sector
-
Country
Ireland
% of assets
7.53115
4
Amundi MSCI UK IMI SRIClmtPrsAlgdETFDR£C
Sector
-
Country
Luxembourg
% of assets
6.1914
5
iShares MSCI EMU Paris-Algnd ClmtETF€Acc
Sector
-
Country
Ireland
% of assets
6.08905
6
UBS ETF MSCI Japan Clmt Prs Algnd A JPY
Sector
-
Country
Ireland
% of assets
3.19155
7
HSBC MSCI AC APACExJpnClmtPrsAlgndETFUSD
Sector
-
Country
Ireland
% of assets
1.58576
8
2 Year Treasury Note Future June 25
Sector
-
Country
United States
% of assets
1.01842
9
Renewables Infrastructure Grp
Sector
-
Country
Guernsey
% of assets
0.62264
10
Greencoat UK Wind
Sector
-
Country
United Kingdom
% of assets
0.61727
Assets in top 10 holdings %
60.54%
Total no. of equity holdings
78.00
Total no. of bond holdings
873.00
Stock sectors
Fidelity Investment Funds IV - Fidelity Sustainable Multi Asset Growth Fund W Accumulation
GBP Allocation 60-80% Equity
33.76%
Basic materials
Con cyclical
Financial svs
Real estate
46.42%
Comm services
Energy
Industrials
Technology
19.82%
Con defensive
Healthcare
Utilities