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

110.50p

arrow-down-0.20p (-0.18%)

Fund Code

HWDPG

BN4BK21

GB00BN4BK212

Prices updated as at 09 May 2025
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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.
Company name
FIL Investment Services (UK) Ltd
Fund launch date
29 Sep 2022
Domicile
United Kingdom
UCITS
Yes
Lead manager
Caroline Shaw
Lead manager start date
29 Sep 2022
Lead fund manager biography
Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.
Fund manager
Chris Forgan
Manager start date
01 Feb 2025
Fund manager biography
Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 24 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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