Fidelity MltAsst Open Gr W Acc (FUND:BC7GXL6) - Fund price


Fund Report

Fidelity Investment Funds IV - Fidelity Multi Asset Open Growth Fund W Accumulation

Morningstar Rating™ (Relative to Category) 31/01/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Adventurous AllocationClick here to see our Methodology
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Modern Portfolio Statistics 31/01/2020
 Standard Index
Morningstar UK Moderately Adventurous
Best Fit Index
MSCI ACWI NR USD
3-Yr R-Squared82.8084.94
3-Yr Beta0.910.63
3-Yr Alpha-0.62-0.50
Return/Risk Analysis 31/01/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation5.986.747.25
3-Yr Mean Return9.845.796.46
Sharpe Ratio1.450.760.79
Sortino Ratio---
Positive Months82341
Negative Months41524
Worst Month-1.66-4.08-4.08
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