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Fidelity Global Dividend Fund W-Accumulation

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearHighLow5 star
10-Year*--Not Rated
Overall*HighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Global Dividend Fund W-Accumulation
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev8.40 %
3-Yr Mean Return8.64 %
 
3-Yr Sharpe Ratio0.93
 
Modern Portfolio Statistics31/10/201931/10/2019
 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 Alpha1.931.93
 
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* This share class has performance data calculated prior to the inception date, 2012-10-15. This is based upon a simulated/extended track record, using the track record of Fidelity Global Dividend A ACC (ISIN: GB00B7FQHJ97), 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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