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LSE - Delayed Quote GBP

Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Adventurous Fund W Accumulation (0P0000XLEU.L)

2.5160
+0.0080
+(0.32%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -3.86%
5y Average Return 8.84%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 24.71%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 24.71%
Worst 3Y Total Return 4.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000XLEU.L
Category
YTD
-3.97%
0.00%
1-Month
-4.99%
0.00%
3-Month
-3.97%
0.00%
1-Year
3.20%
0.00%
3-Year
4.08%
0.00%
5-Year
10.09%
0.00%
10-Year
6.79%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000XLEU.L
Category
2024
13.54%
--
2023
11.89%
--
2022
-9.73%
--
2021
15.78%
--
2020
9.14%
--
2019
18.82%
--
2018
-6.06%
--
2017
6.52%
--

2016
24.71%
--
2015
-0.46%
--
2014
6.77%
--
2013
14.37%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.64% 1.72% 1.86% 3.73%
2023 2.23% 2.52% -0.09% 6.86%
2022 -2.32% -9.06% 1.63% 0.00%
2021 2.84% 5.57% 2.15% 4.39%
2020 -13.95% 15.06% 2.57% 7.47%
2019 8.22% 5.47% 3.46% 0.61%
2018 -7.60% 7.42% 3.18% -8.27%
2017 1.91% -0.58% 0.78% 4.32%
2016 1.48% 8.17% 7.11% 6.08%
2015 6.45% -4.52% -6.91% 5.21%

2014 -0.35% 2.10% 1.28% 3.61%
2013 12.44% -2.74% 0.82% 3.74%

Rank in Category (By Total Return)

YTD 84
1-Month 76
3-Month 84
1-Year 51
3-Year 44
5-Year 36

Load Adjusted Returns

1-Year 3.20%
3-Year 4.08%
5-Year 10.09%
10-Year 6.79%

Performance & Risk

YTD Return -3.86%
5y Average Return 8.84%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category --
Fund Family FIL Investment Services (UK) Ltd
Net Assets 620.85M
YTD Return -3.97%
Yield 1.56%
Morningstar Rating
Inception Date Dec 05, 2012

Fund Summary

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