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

Fonds
NAV02/10/2024 Chg.+0.0500 Type of yield Investment Focus Investment company
12.4800USD +0.40% 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 -0.08 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.44% 12.15% 12.01% -% -%
Sharpe ratio 1.38 1.04 2.02 - -
Best month +4.39% +2.99% +9.85% - -
Worst month -3.40% -3.40% -3.89% - -
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 1.1760 +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  
+13.97%
6 Months  
+7.68%
1 Year  
+27.50%
3 Years     -
5 Years     -
10 Years     -
Since start  
+24.80%
Year