Fidelity Sustainable Global Equity Fund A-Accumulation

Category Global Large-Cap Growth Equity
Sustainability Focus


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

2,954.00p

arrow-up36.00p (+1.23%)

Fund Code

0386078

GB0003860789

Prices updated as at 14 Apr 2025
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Prices in GBX

Investment objective
The Fund aims to increase the value of investment over a period of 5 years, or more. The Fund will invest at least 70% of its assets in companies which contribute to positive environmental and / or social outcomes, across the following sustainability topics: (i) health and nutrition; (ii) financial inclusion and resilience; (iii) decarbonisation; (iv) innovation and sustainable infrastructure; and (v) resource efficiency. Contribution to these topics is assessed using the Fund’s Standard of Sustainability which refers to the UN Sustainable Development Goals (SDGs) and the EU Taxonomy. The Fund will invest at least 70% of its assets in the shares of companies globally. The Fund may invest up to 30% of its assets in the shares of companies in Emerging Markets as determined by the Investment Manager. The Fund aims to hold a concentrated portfolio of 40-60 stocks.

Annual charges

Product charges
1.61
0.22
No
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-
-
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 10 Apr 2025pdf
Prospectus24 Mar 2025pdf
SDR Consumer facing disclosure20 Mar 2025pdf
Key Information Document / Technical Guide 20 Mar 2025pdf
Annual Report 31 Dec 2024pdf
Interim Report 31 Dec 2024pdf
Value Assessment Report 19 Nov 2024pdf
Stock Selection Document20 Jan 2022pdf
Please note that service charges will also apply. Read more about our fees.


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