Fidelity Sustainable Water & Waste Fund R Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-Year--Not Rated
10-Year--Not Rated
OverallBelow AverageBelow Average2 star
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Sustainable Water & Waste Fund R Accumulation
  • S&P Global Water TR
Volatility Measurements30/06/2024
3-Yr Std Dev14.24 %
3-Yr Mean Return2.65 %
3-Yr Sharpe Ratio-0.01
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 S&P Global Water TR  Morningstar Gbl SMID GR USD
3-Yr Beta0.851.02
3-Yr Alpha-4.65-1.96
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(
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