Fidelity Sustainable Global Equity Fund I-AccumulationRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 8.8 | 6.2 | |
+/-Cat | - | - | - | -7.2 | 0.1 | |
+/-B’mrk | - | - | - | -13.5 | -0.9 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 10/05/2024 | GBX 117.60 | |
Day Change | 0.34% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BLC81944 | |
Fund Size (Mil) 30/04/2024 | GBP 484.29 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | - | |
Ongoing Charge 26/01/2024 | 0.65% |
Investment Objective: Fidelity Sustainable Global Equity Fund I-Accumulation |
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family framework under which at least 70% of the Fund’s net assets will be invested in the shares of companies globally deemed to maintain sustainable characteristics. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Cornelia Furse 01/08/2023 | ||
Matt Egerton 31/03/2024 | ||
Inception Date 14/12/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Sustainable Global Equity Fund I-Accumulation | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.05 |
Taiwan Semiconductor Manufacturi... | Technology | 3.61 |
Boston Scientific Corp | Healthcare | 3.50 |
NextEra Energy Inc | Utilities | 3.25 |
SSE PLC | Utilities | 3.20 |
Increase Decrease New since last portfolio | ||
Fidelity Sustainable Global Equity Fund I-Accumulation |