Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W AccumulationRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.8 | 7.2 | -6.1 | 5.2 | 7.5 | |
+/-Cat | 0.7 | -0.9 | 4.4 | -2.3 | -0.5 | |
+/-B’mrk | -0.5 | -0.8 | 3.2 | -4.0 | -2.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 12/12/2024 | GBX 169.60 | |
Day Change | 0.30% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00BC9S3B08 | |
Fund Size (Mil) 12/12/2024 | GBP 709.28 | |
Share Class Size (Mil) 12/12/2024 | GBP 555.64 | |
Max Initial Charge | - | |
Ongoing Charge 26/04/2024 | 1.00% |
Investment Objective: Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W Accumulation |
This Fund targets an average annual return of 5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund. 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) which may be index tracking funds or actively managed funds. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Forgan 01/01/2020 | ||
Caroline Shaw 31/08/2023 | ||
Inception Date 24/07/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60% Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W Accumulation | 31/10/2024 |
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