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
187.80p
0.40p (+0.21%)
Fund Code
WGDIM
BYSYZL7
GB00BYSYZL73
Prices updated as at 02 May 2025
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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.
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- Charges & documents
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- Risk & rating
- Management
Company name
FIL Investment Services (UK) Ltd
Fund launch date
30 Jan 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
Daniel Roberts
Lead manager start date
30 Jan 2012
Lead fund manager biography
Daniel Roberts joined Fidelity in November 2011. Daniel began his investment career in 2001 as an equity analyst for M&G. He became a portfolio manager at Invesco in 2002, before moving to Aviva as a UK equity income portfolio manager in 2003. In 2009 he joined Gartmore where he also managed equity income funds. Daniel has a First Class Honours degree in Mathematics from Warwick University. He is also a qualified accountant (ACA) and CFA charterholder.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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