Fidelity Funds - Sustainable Global Equity Fund Y-ACC-USD/  LU2548007249  /

Fonds
NAV04/11/2024 Chg.-0.0300 Type of yield Investment Focus Investment company
12.1100USD -0.25% reinvestment Equity Worldwide FIL IM (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - - - - 0.00 5.22 2.06 -3.57 -5.56 -3.89 9.85 4.39 -
2024 0.46 3.73 3.16 -3.40 2.99 0.60 0.42 2.79 2.71 -3.28 0.25 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.20% 11.36% 11.12% -% -%
Sharpe ratio 0.86 0.42 1.73 - -
Best month +4.39% +2.99% +9.85% - -
Worst month -3.40% -3.28% -3.40% - -
Maximum loss -6.20% -6.20% -6.20% - -
Outperformance - - - - -
 
All quotes in USD

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  
+10.59%
6 Months  
+3.86%
1 Year  
+22.15%
3 Years     -
5 Years     -
10 Years     -
Since start  
+21.10%
Year