This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
245.65p
1.00p (+0.41%)
Fund Code
WHSCA
B8HPRW4
GB00B8HPRW47
Prices updated as at 06 May 2025
Prices in GBX
Investment objective
The aim of the Fund is to achieve capital growth over five years. The Fund focuses on the opportunities created by the transition to healthy, zero carbon and sustainable economies. The investment team selects high-quality companies from nine broad themes with strong growth characteristics to create a globally diversified portfolio. We develop long-term relationships with company managements to promote the best environmental, social and economic outcomes.
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 | Sector Equity Ecology |
---|---|---|
31 Mar 14 - 31 Mar 15 | 18.64 | 7.87 |
31 Mar 15 - 31 Mar 16 | -0.96 | -2.05 |
31 Mar 16 - 31 Mar 17 | 25.54 | 26.41 |
31 Mar 17 - 31 Mar 18 | 6.56 | 3.56 |
31 Mar 18 - 31 Mar 19 | 4.72 | 4.26 |
31 Mar 19 - 31 Mar 20 | -5.18 | -5.51 |
31 Mar 20 - 31 Mar 21 | 41.20 | 51.81 |
31 Mar 21 - 31 Mar 22 | 2.80 | 4.50 |
31 Mar 22 - 31 Mar 23 | -4.05 | -1.80 |
31 Mar 23 - 31 Mar 24 | 6.76 | 4.45 |
31 Mar 24 - 31 Mar 25 | -15.23 | -6.04 |
Trailing returns (%)
Year | This fund | Sector Equity Ecology |
---|---|---|
1 Day | 0.41 | -0.49 |
1 Month | 2.83 | 5.22 |
3 Months | -13.57 | -7.76 |
6 Months | -10.64 | -6.33 |
1 Year | -13.83 | -5.04 |
3 Years annualised | -3.14 | -0.27 |
5 Years annualised | 2.35 | 6.43 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.