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

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage4 star
5-YearAverageAverage4 star
10-Year*AverageBelow Average3 star
Overall*AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev8.70 %
3-Yr Mean Return7.52 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  STOXX Europe Mid 200 NR EUR
3-Yr Beta1.100.48
3-Yr Alpha-1.042.28
 
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* 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)