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

Fonds
NAV10/2/2024 Chg.+0.0050 Type of yield Investment Focus Investment company
1.1710GBP +0.43% 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 0.86 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.13% 10.48% 10.03% -% -%
Sharpe ratio 0.93 0.06 1.31 - -
Best month +4.46% +1.31% +5.50% - -
Worst month -2.50% -2.50% -3.25% - -
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 1.1760 +16.78% -
Fidelity Funds - Sustainable Glo... reinvestment 1.2000 +23.97% -
Fidelity Funds - Sustainable Glo... reinvestment 12.1800 +19.18% -
Fidelity Funds - Sustainable Glo... reinvestment 1.1710 +16.40% -
Fidelity Funds - Sustainable Glo... reinvestment 12.5100 +21.46% -
Fidelity Funds - Sustainable Glo... reinvestment 12.5200 +27.76% -
Fidelity Funds - Sustainable Glo... reinvestment 12.4600 +21.09% -
Fidelity Funds - Sustainable Glo... reinvestment 12.4800 +27.50% -
Fidelity Funds - Sustainable Glo... reinvestment 12.3100 +20.10% -
Fidelity Funds - Sustainable Glo... reinvestment 12.3300 +26.44% -

Performance

YTD  
+9.34%
6 Months  
+1.91%
1 Year  
+16.40%
3 Years     -
5 Years     -
10 Years     -
Since start  
+17.10%
Year