Stewart Investors Worldwide All Cap Fund Class B (Income) GBP

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

268.13p

arrow-up0.85p (+0.32%)

Fund Code

FTWDI

B8319S6

GB00B8319S60

Prices updated as at 07 Jan 2025

Prices in GBX

Investment objective

The Fund aims to achieve capital growth over the long-term (at least five years). The Fund invests in a diversified portfolio of equity or equity-related securities which are listed, traded or dealt in on any of the Regulated Markets worldwide.

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Low
Morningstar risk	Above Average
Morningstar rating	star-filled
5 - year
Morningstar return	Low
Morningstar risk	Average
Morningstar rating	star-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Average
Morningstar rating	star-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-13.47	-9.79
	0.65	0.93
	-2.75	-1.09
	44.52	64.56
	-0.26	-0.37
	9.49	16.28
	7.88	9.67

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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