Fidelity Global Property Fund Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAverageLow3 star
10-YearAverageBelow Average4 star
OverallAverageBelow Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Fidelity Global Property Fund Acc
  • FTSE EPRA Nareit Global TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev13.62 %
3-Yr Mean Return6.71 %
 
3-Yr Sharpe Ratio0.45
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE EPRA Nareit Global TR USD  MSCI World/Real Estate NR USD
3-Yr Beta0.790.90
3-Yr Alpha1.31-1.20
 
Advertisement
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)