Fidelity Investment Funds IV - Fidelity Multi Asset Open Strategic Fund Lovewell Blake FP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 12.55 | 5.04 | 7.33 | -5.89 | 5.50 | 5.06 | ||
+/- Category | 0.14 | 0.96 | -0.74 | 4.57 | -2.03 | -0.81 | ||
+/- Category Index | - | -0.25 | -0.67 | 3.37 | -3.76 | -1.92 | ||
% Rank in Category | 46 | 40 | 59 | 12 | 78 | 69 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | 0.00 | 0.10 |
1 Week | 0.98 | -0.10 | 0.06 |
1 Month | 0.53 | -0.21 | 0.07 |
3 Months | 2.46 | -0.10 | 0.21 |
6 Months | 4.38 | -0.18 | -1.04 |
YTD | 5.45 | -0.61 | -1.74 |
1 Year | 9.79 | -0.74 | -1.94 |
3 Years Annualised | 1.73 | 0.63 | -0.93 |
5 Years Annualised | 3.67 | 0.54 | -0.39 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.21 | 0.93 | - | - |
2023 | 1.67 | -1.56 | -0.50 | 5.95 |
2022 | -2.12 | -4.25 | -3.10 | 3.63 |
2021 | 1.68 | 3.31 | 1.36 | 0.79 |
2020 | -12.61 | 11.09 | 1.09 | 7.03 |
2019 | 4.78 | 3.90 | 1.92 | 1.44 |
|
Advertisement |