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

arrow-down-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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerCaroline Shaw, Chris Forgan
127.3
111.4
Fund comparative indexMSCI World Small Cap NR GBP
-
-
0.55
-0.01
0.00
GBP Allocation 60-80% Equity
No
Fund providerFIL Investment Services (UK) Ltd
Share class launch date29 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.


Important Information

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