This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
636.60p
2.30p (+0.36%)
Fund Code
WEOPA
B828751
GB00B8287518
Prices updated as at 12 May 2025
Prices in GBX
Investment objective
The Fund aims to increase the value of investors investment over 5 years or more and has the sustainability objective of investing in companies which contribute to positive environmental and/or social outcomes. At least 70 % of the Fund’s assets must be invested in companies meeting the fund’s standard of sustainability. This standard requires that companies have more than 50% of economic activities which contribute positively to environmental and/or social outcomes, as identified by the UN Sustainable Development Goals (SDGs) and the EU Taxonomy, 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.
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 | Europe ex-UK Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | 9.13 | 7.07 |
31 Mar 15 - 31 Mar 16 | 0.73 | -2.08 |
31 Mar 16 - 31 Mar 17 | 20.59 | 23.86 |
31 Mar 17 - 31 Mar 18 | 5.23 | 5.24 |
31 Mar 18 - 31 Mar 19 | -3.09 | -1.08 |
31 Mar 19 - 31 Mar 20 | -9.67 | -8.35 |
31 Mar 20 - 31 Mar 21 | 29.74 | 37.19 |
31 Mar 21 - 31 Mar 22 | 5.53 | 4.60 |
31 Mar 22 - 31 Mar 23 | 4.84 | 6.03 |
31 Mar 23 - 31 Mar 24 | 8.89 | 11.79 |
31 Mar 24 - 31 Mar 25 | -3.42 | -0.01 |
Trailing returns (%)
Year | This fund | Europe ex-UK Equity |
---|---|---|
1 Day | -0.19 | -0.03 |
1 Month | 13.07 | 13.31 |
3 Months | 0.46 | 1.19 |
6 Months | 8.84 | 8.46 |
1 Year | 1.41 | 2.83 |
3 Years annualised | 8.92 | 10.32 |
5 Years annualised | 8.37 | 11.45 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.