Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Adventurous Fund W Accumulation
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
261.60p
3.00p (+1.16%)
Fund Code
YMADV
B893BN5
GB00B893BN59
Prices updated as at 23 Dec 2024
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more through a portfolio providing global exposure to both lower and higher risk assets. The Fund will invest at least 70% into funds that use ‘index tracking’ (also known as 'passive') investment management approach (these may include Funds managed by Fidelity), with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Chris Forgan, Sarah Cawthray |
267.1 | |
226.1 | |
Fund comparative index | IA Flexible |
Flexible Investment | |
- | |
0.20 | |
0.03 | |
0.00 | |
GBP Allocation 80%+ Equity | |
No | |
Fund provider | FIL Investment Services (UK) Ltd |
Share class launch date | 05 Dec 2012 |
£614.57m | |
- | |
- | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.