FF - Global Equity Income ESG Fund Y-Acc-USD

Category Global Equity Income
Last buy/sell price

$22.56

arrow-down$-0.22 (-0.97%)

Fund Code

BDFZT03

LU1627197855

Prices updated as at 22 May 2025
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Prices in USD
Investment objective
The fund aims to achieve capital growth over the long term and provide income. The fund invests at least 70% of its assets, in 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 fund invests at least 70% of its assets in securities of issuers with favourable environmental, social and governance (ESG) characteristics and up to 30% in securities of companies with improving ESG characteristics.
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.

Annual performance (%)

YearThis fundGlobal Equity Income
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20--
31 Mar 20 - 31 Mar 21--
31 Mar 21 - 31 Mar 22--
31 Mar 22 - 31 Mar 23--
31 Mar 23 - 31 Mar 2417.5614.54
31 Mar 24 - 31 Mar 2514.996.86

Trailing returns (%)

YearThis fundGlobal Equity Income
1 Day-0.97-1.09
1 Month5.227.20
3 Months8.513.00
6 Months13.657.16
1 Year22.0110.86
3 Years annualised--
5 Years annualised--
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


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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