Fidelity Investment Funds IV - Fidelity Strategic Growth Portfolio Howard Wright Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
126.40p
-0.40p (-0.32%)
Fund Code
HWGPG
BN4BK10
GB00BN4BK105
Prices updated as at 21 Feb 2025
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 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). The Fund has at least 70% exposure to higher risk investments (such as global equities, global emerging market equities and global smaller companies) meaning that it is likely to experience short-term price fluctuations and an investor may not get back the full amount invested.
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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Caroline Shaw, Chris Forgan |
127.3 | |
111.4 | |
Fund comparative index | MSCI World Small Cap NR GBP |
- | |
- | |
0.55 | |
-0.01 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | FIL Investment Services (UK) Ltd |
Share class launch date | 29 Sep 2022 |
£119.08m | |
- | |
- | |
- | |
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.