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
994.40p
-2.20p (-0.22%)
Fund Code
IGF
3420456
GB0034204569
Prices updated as at 26 Mar 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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Aditya Shivram |
| 1007 | |
| 859.3 | |
| Fund comparative index | MSCI ACWI NR GBP |
| Global Equity Income | |
| - | |
| 0.89 | |
| 0.08 | |
| 0.00 | |
| Global Equity Income | |
| No | |
| Fund provider | FIL Investment Services (UK) Ltd |
| Share class launch date | 30 Jan 2004 |
| £162.40m | |
| - | |
| - | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
