Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Acc
Category Global Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,007.00p
-11.00p (-1.08%)
Fund Code
IGF
3420456
GB0034204569
Prices updated as at 09 May 2025
Prices in GBX
Investment objective
The Fund aims to provide income and long-term capital growth over a period of 5 years or more. The Fund invests at least 70% of its assets in equities of companies globally. This could include investment in countries that are considered emerging markets. The Fund invests at least 80% of its assets in securities of issuers with high ESG ratings. The Fund may invest in securities of issuers with low but improving sustainability characteristics. High ESG ratings are defined as issuers rated by Fidelity ESG ratings as a B or above, or in the absence of a rating from Fidelity, an MSCI ESG rating of A or above.
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
Company name
FIL Investment Services (UK) Ltd
Fund launch date
30 Jan 2004
Domicile
United Kingdom
UCITS
Yes
Lead manager
Aditya Shivram
Lead manager start date
01 Jul 2021
Lead fund manager biography
Dec 2006 – Sector Leader, European telecoms
present
2006 – 2008 Equity Analyst, European mid-cap telecoms
2004 – 2006 Equity Analyst, European reinsurers
& Lloyds insurers/brokers
2003 – 2004 Associate, Software & semi-conductors
private equity, Fidelity Ventures
Previous:
1999 – 2003 Marketing Director, Tibco Software,
Palo Alto, US
1995 – 1997 Analyst, Mergers & Acquisitions, Montgomery
Securities, San Francisco, US
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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