Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund A Acc header image

Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund A Acc

Fund

ISIN GB00BFZYX913 / Valor null

NAV (2025-04-17)
GBP 1.37-0.44%

Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund A Acc
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General Objective

The fund aims to deliver an average 6.5% increase in the value of your investment per year, after the deduction of ongoing fund charges, over a period of 5-7 years. There is no guarantee that the target will be achieved by the fund.

Fund Exposure

The fund provides global exposure to a diversified range of assets, including bonds, equities, alternatives, and commodities. It maintains an allocation as follows: 60-100% company shares, 0-40% debt instruments, 0-30% commodities, 0-20% cash, and 0-30% alternatives (such as property and infrastructure). The fund may use index tracking and active managed funds.

Risks

The fund has a large exposure to higher risk investments, such as global equities, global emerging market equities, global smaller companies, and global property securities. This means that it is likely to experience short-term price fluctuations, and an investor may not get back the full amount invested. The fund may also use derivatives with the aim of achieving the investment objective.

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Source

https://www.fidelityinternational.com/FDS/KIID/FIFIV/en-gb/FIFIV-Fidelity%20Multi%20Asset%20Open%20Adventurous%20Fund%20W%20Accumulation%20Shares_strd_en-gb_GB00BC7GXM70.pdf

Tags:
global equities msci world index diversified assets

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund Lovewell Blake FP Acc
Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund Lovewell Blake FP Acc Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund Lovewell Blake FP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.47%GBP 1.47
Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation
Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation Fidelity Investment Funds IV - Fidelity Multi Asset Open Adventurous Fund W Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.46%GBP 1.93