IQ EQ Defensive Equity Income Fund H GBP Acc

Category Global Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.9804

arrow-down£-0.01 (-0.48%)

Fund Code

DYDEA

BD8R7L3

IE00BD8R7L34

Prices updated as at 15 Oct 2024
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Prices in GBP
Investment objective
The aim of the Fund is to provide long-term capital growth, with reduced levels of volatility compared to global equity markets. The Fund reduces risk by investing in large global companies that pay out above average dividend yields and employs an options strategy to provide some downside protection against significant market falls.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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.

Growth of 1,000 as of 17 Oct 2024, 00:10

Trailing returns (%) as of 17 Oct 2024, 00:10

Annual performance (%)

YearThis fundGlobal Equity Income
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 175.2610.48
30 Sep 17 - 30 Sep 184.306.94
30 Sep 18 - 30 Sep 198.996.32
30 Sep 19 - 30 Sep 20-0.65-4.96
30 Sep 20 - 30 Sep 2112.5019.33
30 Sep 21 - 30 Sep 225.710.26
30 Sep 22 - 30 Sep 233.457.40
30 Sep 23 - 30 Sep 2412.0713.83

Trailing returns (%)

YearThis fundGlobal Equity Income
1 Day-0.480.09
1 Month2.532.30
3 Months2.983.80
6 Months5.406.66
1 Year14.4516.02
3 Years annualised7.978.06
5 Years annualised7.788.58
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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