Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund W AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.91 | -3.38 | 12.34 | 4.82 | 7.17 | -6.06 | 5.24 | 3.89 |
+/- Category | -0.54 | 2.10 | -0.07 | 0.74 | -0.90 | 4.40 | -2.29 | -1.17 |
+/- Category Index | - | - | - | -0.47 | -0.83 | 3.20 | -4.03 | -2.47 |
% Rank in Category | 57 | 14 | 49 | 43 | 61 | 12 | 81 | 80 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.08 | -0.54 |
1 Week | 0.93 | -0.19 | -0.46 |
1 Month | 0.37 | 0.87 | 0.34 |
3 Months | 0.62 | 0.10 | -0.83 |
6 Months | 4.69 | 0.20 | -1.50 |
YTD | 3.89 | -0.27 | -1.98 |
1 Year | 8.82 | -0.37 | -2.86 |
3 Years Annualised | 1.09 | 0.61 | -1.05 |
5 Years Annualised | 3.26 | 0.32 | -0.62 |
10 Years Annualised | 4.75 | 0.73 | -0.75 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.17 | 0.87 | - | - |
2023 | 1.61 | -1.65 | -0.54 | 5.88 |
2022 | -2.15 | -4.32 | -3.17 | 3.62 |
2021 | 1.69 | 3.19 | 1.35 | 0.76 |
2020 | -12.62 | 10.95 | 1.02 | 7.02 |
2019 | 4.78 | 3.80 | 1.90 | 1.36 |
|
Advertisement |