Fidelity Sustainable Global Equity Fund A-AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 29.0 | 5.1 | -11.8 | 7.9 | 7.8 |
![]() | +/-Cat | 5.3 | -9.5 | 6.3 | -8.1 | -3.3 |
![]() | +/-B’mrk | - | -13.0 | 7.2 | -14.4 | -8.3 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/07/2024 | GBX 3264.00 | |
Day Change | 0.71% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB0003860789 | |
Fund Size (Mil) 30/06/2024 | GBP 485.46 | |
Share Class Size (Mil) 15/07/2024 | GBP 74.64 | |
Max Initial Charge | - | |
Ongoing Charge 29/02/2024 | 1.61% |
Investment Objective: Fidelity Sustainable Global Equity Fund A-Accumulation |
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family framework under which at least 70% of the Fund’s net assets will be invested in the shares of companies globally deemed to maintain sustainable characteristics. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Cornelia Furse 01/08/2023 | ||
Matt Egerton 31/03/2024 | ||
Inception Date 28/10/1982 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Sustainable Global Equity Fund A-Accumulation | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.06 |
![]() | ![]() | 4.07 |
![]() | ![]() | 3.91 |
![]() | ![]() | 3.80 |
![]() | ![]() | 3.44 |
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Fidelity Sustainable Global Equity Fund A-Accumulation |