Fidelity Sustainable Global Equity Fund A-Accumulation
Category Global Large-Cap Growth Equity
Last buy/sell price
2,911.00p
-31.00p (-1.05%)
Fund Code
0386078
GB0003860789
Prices updated as at 16 Apr 2025
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 20.35 | 18.35 |
| 31 Mar 15 - 31 Mar 16 | -1.60 | -1.40 |
| 31 Mar 16 - 31 Mar 17 | 32.96 | 28.07 |
| 31 Mar 17 - 31 Mar 18 | 4.16 | 5.73 |
| 31 Mar 18 - 31 Mar 19 | 9.53 | 9.79 |
| 31 Mar 19 - 31 Mar 20 | -2.19 | -0.88 |
| 31 Mar 20 - 31 Mar 21 | 52.73 | 39.08 |
| 31 Mar 21 - 31 Mar 22 | -2.93 | 4.02 |
| 31 Mar 22 - 31 Mar 23 | -3.49 | -4.13 |
| 31 Mar 23 - 31 Mar 24 | 13.16 | 19.19 |
| 31 Mar 24 - 31 Mar 25 | -6.72 | -1.74 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | -0.41 | -0.01 |
| 1 Month | -4.64 | -5.11 |
| 3 Months | -13.85 | -12.07 |
| 6 Months | -12.91 | -8.25 |
| 1 Year | -8.80 | -4.14 |
| 3 Years annualised | 0.67 | 3.53 |
| 5 Years annualised | 6.79 | 8.34 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
