Fidelity Sustainable Global Equity Income Fund

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There is only one type of share class for this fund.

Fidelity Investment Funds IX - Fidelity Sustainable Global Equity Income Fund W-ACC

Category Global Equity Income


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

927.40p

arrow-down-11.30p (-1.20%)

Fund Code

IGF

3420456

GB0034204569

Prices updated as at 04 Oct 2024
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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 is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family Framework under which at least 70% of the fund’s net assets will be invested in issuers deemed to maintain sustainable characteristics. The Fund will also adhere to the Fidelity Sustainable Family exclusion policy. The Fund will invest at least 70% in the shares of companies globally, which maintain sustainable characteristics. This could include investment in countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The Investment Manager will choose investments which it believes offer attractive dividend yields in addition to price appreciation. The Investment Manager seeks to identify and select companies with an attractive, sustainable dividend income and/or sustainable income growth.

Growth of 1,000 as of 07 Oct 2024, 15:10

Trailing returns (%) as of 07 Oct 2024, 15:10

Annual performance (%)

YearThis fundGlobal Equity Income
30 Sep 13 - 30 Sep 1410.658.12
30 Sep 14 - 30 Sep 153.68-1.36
30 Sep 15 - 30 Sep 1629.5827.74
30 Sep 16 - 30 Sep 1716.1010.48
30 Sep 17 - 30 Sep 1815.606.94
30 Sep 18 - 30 Sep 197.966.32
30 Sep 19 - 30 Sep 2011.94-4.96
30 Sep 20 - 30 Sep 2126.0919.33
30 Sep 21 - 30 Sep 221.640.26
30 Sep 22 - 30 Sep 239.967.40
30 Sep 23 - 30 Sep 2418.6413.83

Trailing returns (%)

YearThis fundGlobal Equity Income
1 Day-1.20-0.45
1 Month0.411.58
3 Months4.242.85
6 Months6.184.19
1 Year19.3716.70
3 Years annualised10.138.14
5 Years annualised13.818.30
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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