Fidelity Global Dividend Fund A ACC

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow3 star
5-YearAverageLow4 star
10-YearAbove AverageLow4 star
OverallAverageLow4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Fidelity Global Dividend Fund A ACC
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev11.74 %
3-Yr Mean Return5.10 %
 
3-Yr Sharpe Ratio0.40
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI World High Dividend Yield NR USD
3-Yr Beta0.960.96
3-Yr Alpha-1.29-1.29
 
Advertisement
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)