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

Fonds
NAV26/08/2024 Chg.+0.0010 Type of yield Investment Focus Investment company
1.1410GBP +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 -0.61 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.94% 9.98% 9.79% -% -%
Sharpe ratio 0.68 -0.01 0.74 - -
Best month +4.46% +4.46% +5.50% - -
Worst month -2.50% -2.50% -3.25% - -
Maximum loss -6.58% -6.58% -6.82% - -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Fidelity Funds - Sustainable Glo... reinvestment 1.1450 +10.95% -
Fidelity Funds - Sustainable Glo... reinvestment 1.1650 +12.78% -
Fidelity Funds - Sustainable Glo... reinvestment 11.6800 +10.50% -
Fidelity Funds - Sustainable Glo... reinvestment 1.1410 +10.67% -
Fidelity Funds - Sustainable Glo... reinvestment 11.9700 +12.50% -
Fidelity Funds - Sustainable Glo... reinvestment 12.1100 +16.22% -
Fidelity Funds - Sustainable Glo... reinvestment 11.9300 +12.23% -
Fidelity Funds - Sustainable Glo... reinvestment 12.0700 +15.95% -
Fidelity Funds - Sustainable Glo... reinvestment 11.8000 +11.32% -
Fidelity Funds - Sustainable Glo... reinvestment 11.9400 +15.03% -

Performance

YTD  
+6.54%
6 Months  
+1.69%
1 Year  
+10.67%
3 Years     -
5 Years     -
10 Years     -
Since start  
+14.10%
Year