Fidelity Global Dividend W Income Monthly

A Select 50 Fund - Fidelity insight

Category Global Equity Income

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

Last buy/sell price

180.00p

arrow-up0.60p (+0.33%)

Fund Code

WGDIM

BYSYZL7

GB00BYSYZL73

Prices updated as at 27 Dec 2024

Prices in GBX

Investment objective

The Fund aims to increase the value of investor's investment with low volatility versus the MSCI All Country World (Net Total Return) Index. It also seeks to deliver an income that is at least 25% more than the income produced by companies included in the index. The Fund will invest at least 70% in equities (and their related securities) of companies globally. The Investment Manager will choose investments which it believes offer attractive dividend yields in addition to price appreciation. It is not restricted in terms of size, industry, or geographical split. The Fund is actively managed without reference to a benchmark.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Our view

Why we like the fund: This fund invests primarily in companies across developed market regions such as the US, Europe, UK, Japan and Australasia. There can also be minor allocations to emerging markets. The fund is run by a meticulous investor, with long equity investing experience. He has an extensive pool of company researchers that can help guide his investments. His focus can, therefore, be on selecting the best ideas that the analysts provide. How to use the fund: This fund is a useful addition to any portfolio seeking a combination of growth and income. Investors will need to invest for the long term (ten years or more) and the fund should be seen as one of the riskier allocations within a diversified portfolio.

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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Fidelity Global Dividend Fund