Fidelity Funds - Sustainable Global Equity Fund I-ACC-GBP/  LU2548006860  /

Fonds
NAV11/4/2024 Chg.-0.0010 Type of yield Investment Focus Investment company
1.1710GBP -0.09% reinvestment Equity Worldwide FIL IM (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - - - - 1.49 2.64 0.86 -2.08 -2.03 -3.25 5.50 3.57 -
2024 0.56 4.54 3.19 -2.49 1.23 1.39 -1.12 0.52 0.69 0.77 -0.34 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.92% 10.07% 9.57% -% -%
Sharpe ratio 0.79 -0.10 1.49 - -
Best month +4.54% +1.39% +5.50% - -
Worst month -2.49% -1.12% -2.49% - -
Maximum loss -6.48% -6.48% -6.48% - -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Fidelity Funds - Sustainable Glo... reinvestment 1.1710 +17.22% -
Fidelity Funds - Sustainable Glo... reinvestment 1.1620 +18.81% -
Fidelity Funds - Sustainable Glo... reinvestment 11.9900 +18.83% -
Fidelity Funds - Sustainable Glo... reinvestment 1.1660 +16.95% -
Fidelity Funds - Sustainable Glo... reinvestment 12.3300 +20.88% -
Fidelity Funds - Sustainable Glo... reinvestment 12.1600 +22.48% -
Fidelity Funds - Sustainable Glo... reinvestment 12.2800 +20.63% -
Fidelity Funds - Sustainable Glo... reinvestment 12.1100 +22.15% -
Fidelity Funds - Sustainable Glo... reinvestment 12.1300 +19.63% -
Fidelity Funds - Sustainable Glo... reinvestment 11.9600 +21.19% -

Performance

YTD  
+9.13%
6 Months  
+1.04%
1 Year  
+17.22%
3 Years     -
5 Years     -
10 Years     -
Since start  
+17.10%
Year