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Fidelity Global Dividend Fund Y ACC

Morningstar Rating™(Relative to Category)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearHighLow5 star
10-Year--Not Rated
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Global Dividend Fund Y ACC
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements30/09/2019
 
3-Yr Std Dev8.33 %
3-Yr Mean Return10.68 %
 
3-Yr Sharpe Ratio1.16
 
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI World High Dividend Yield NR USD
3-Yr Beta0.820.82
3-Yr Alpha1.581.58
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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