Fidelity Sustainable Asia Equity Fund W-Accumulation (UK)

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-Year*Above AverageAverage5 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Sustainable Asia Equity Fund W-Accumulation (UK)
  • Morningstar Asia xJpn TME NR USD
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev15.04 %
3-Yr Mean Return-4.35 %
 
3-Yr Sharpe Ratio-0.48
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Asia xJpn TME NR USD  MSCI AC Asia Ex Japan NR USD
3-Yr Beta0.940.90
3-Yr Alpha-4.13-3.51
 
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* This share class has performance data calculated prior to the inception date, 2015-01-28. This is based upon a simulated/extended track record, using the track record of Fidelity Sustainable Asia Eq A Acc (ISIN: GB00B662FD98), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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