Fidelity Investment Funds IV - Fidelity Strategic Defensive Portfolio Howard Wright

Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

109.10p

arrow-down-0.20p (-0.18%)

Fund Code

HWDPG

BN4BK21

GB00BN4BK212

Prices updated as at 12 Mar 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 lower risk investments (such as debt instruments including global government bonds, global corporate bonds and cash) with the aim of mitigating the risk of capital losses, however, 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.

Annual charges

Product charges
0.50
0.01
No
-
0.00
0.00
Minimum investment1,000.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 11 Mar 2025pdf
Key Information Document / Technical Guide 31 Jan 2025pdf
Annual Report 31 Dec 2024pdf
Interim Report 31 Dec 2024pdf
Value Assessment Report 19 Nov 2024pdf
Prospectus06 Nov 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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