Fidelity Funds - Global Dividend Fund W-QINCOME(G)-GBP (hedged)

Category Other Equity


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

£1.759

arrow-up£0.001 (+0.06%)

Fund Code

WGDSH

BD8PL15

LU1550162645

Prices updated as at 09 May 2025
|
Prices in GBP

Investment objective
The fund aims to achieve capital growth over the long term and provide income. The fund invests at least 70% (and normally 75%) of its assets, in income producing equities of companies from anywhere in the world, including emerging markets. The fund may also invest in money market instruments on an ancillary basis. The Investment Manager aims to provide income in excess of the benchmark. S In actively managing the fund, the Investment Manager considers growth and valuation metrics, company financials, return on capital, cash flows and other measures, as well as company management, industry, economic conditions, and other factors. The Investment Manager focuses on investments which it believes offer attractive dividend yields in addition to price appreciation.

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.

Company name
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund launch date
30 Jan 2012
Domicile
Luxembourg
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
2a, rue Albert Borschette
Luxembourg
Luxembourg
L-1246
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