Fidelity Funds - Sustainable Demographics Fund A-Acc-USD

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Sustainable Demographics Fund A-Acc-USD
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev12.45 %
3-Yr Mean Return2.02 %
 
3-Yr Sharpe Ratio-0.10
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar Gbl Growth TME NR USD
3-Yr Beta0.910.91
3-Yr Alpha-4.82-4.82
 
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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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