Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Inc header image

Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Inc

Fund

ISIN GB00BPGC5764 / Valor null

NAV (2025-04-25)
GBP 1.25+0.24%

Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Inc
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General Objective

The fund aims to provide income and long-term capital growth over a period of 5 years or more.

Fund Exposure

The fund will invest at least 70% in the shares of companies globally, which maintain sustainable characteristics. This could include investment in countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The Investment Manager seeks to identify and select companies with an attractive, sustainable dividend income and/or sustainable income growth.

Risks

The fund may take positions which enable it to benefit from falling asset prices. The fund aims to hold a concentrated portfolio, investing in 30-50 companies or other types of investment. The fund's investments and therefore performance may vary significantly from the index.

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Source

https://www.fidelity.co.uk/factsheet-data/factsheet/GB0034204569-fidelity-sust-global-eq-inc-w-acc/key-statistics

Tags:
Sustainable global equities msci acwi

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Acc
Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Acc Fidelity Investment Funds IX - Fidelity Responsible Global Equity Income Fund W Acc Valor: 1996898
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Annual Return

-50%0%+50%

Risk level

110
0.23%GBP 9.82