Fidelity Funds - Global Technology Fund W-Acc-GBP

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearAbove AverageLow5 star
10-YearHighBelow Average5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Global Technology Fund W-Acc-GBP
  • Morningstar Gbl Tech TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev15.37 %
3-Yr Mean Return14.27 %
 
3-Yr Sharpe Ratio0.65
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Tech TME NR USD  DJ Islamic World TR USD
3-Yr Beta0.761.04
3-Yr Alpha1.475.39
 
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* This share class has performance data calculated prior to the inception date, 2014-03-11. This is based upon a simulated/extended track record, using the track record of Fidelity Global Technology A-Dis-GBP (ISIN: LU0116926998), 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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