Fidelity Funds - Sustainable Global Equity Fund W-ACC-GBP/  LU2548007082  /

Fonds
NAV04/11/2024 Chg.-0.0010 Type of yield Investment Focus Investment company
1.1660GBP -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 2.54 0.95 -2.17 -2.03 -3.25 5.50 3.48 -
2024 0.56 4.46 3.20 -2.50 1.24 1.31 -1.12 0.44 0.69 0.78 -0.34 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.93% 10.06% 9.58% -% -%
Sharpe ratio 0.76 -0.13 1.46 - -
Best month +4.46% +1.31% +5.50% - -
Worst month -2.50% -1.12% -2.50% - -
Maximum loss -6.58% -6.58% -6.58% - -
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  
+8.87%
6 Months  
+0.87%
1 Year  
+16.95%
3 Years     -
5 Years     -
10 Years     -
Since start  
+16.60%
Year