We are currently experiencing technical issues. We appreciate your patience as we investigate.

Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W Accumulation

Register to Unlock Ratings
Growth Of 1000 (GBP) 30/11/2021
Fund:  Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W Accumulation
Category:  GBP Allocation 40-60% Equity
Category Index:  Morningstar UK Mod Tgt Alloc NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2021
 201420152016201720182019202030/11
Price Return6.50-0.4714.726.91-3.3812.344.825.95
+/- Category0.91-2.034.14-0.542.10-0.070.74-0.71
+/- Category Index-0.95-2.560.25-0.37-0.64-0.53-0.47-1.14
% Rank in Category3079145714494359
Trailing Returns (GBP)06/12/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.06   -0.23-0.52
1 Week0.38   0.400.06
1 Month-1.20   0.00-0.48
3 Months-1.20   -0.34-1.83
6 Months1.42   -1.13-3.05
YTD5.95   -0.82-1.83
1 Year7.33   -0.67-1.07
3 Years Annualised7.17   0.29-1.00
5 Years Annualised5.80   0.41-0.74
10 Years Annualised*6.28   0.23-0.92
 
Quarterly Returns (GBP)30/11/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20211.693.191.35-
2020-12.6210.951.027.02
20194.783.801.901.36
2018-4.694.600.23-3.31
20172.881.120.402.36
20161.323.826.642.27
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
6.812.287.16-0.7213.82
 
 
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2013-07-24. This is based upon a simulated/extended track record, using the track record of Fidelity MltAsst Open Str A Inc (ISIN: GB0033696674), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)