Fidelity Funds FIRST ESG All Country Wld A-ACC-EUR

Ranked 264 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The fund invests in equities of companies that maintain strong environmental, social and corporate governance credentials. The investment Manager will also aim to deliver a portfolio with a lower weighted average carbon intensity compared to that of the broader market. The investment is not restricted by size of industry, or in terms of geographical allocation.The investment universe will be screened to exclude companies that derive a significant portion of business revenue from activities as manufacture or distribution of alcohol, weapons, tobacco, gambling and adult entertainment.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.2%
2018 -4.9% -4.9% 7.1% 5.4% -11.3%
2017 0.8% 4.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 3.76%
Merck & Co Inc ORD 2.41%
Tele2 AB ORD 2.08%
Intel Corp ORD 2.00%
Abbott Laboratories ORD 1.99%
SAP SE ORD 1.99%
Alphabet Inc ORD 1.88%
Exelon Corp ORD 1.85%
Tokio Marine Holdings Inc ORD 1.85%
Salesforce.Com Inc ORD 1.84%
31/03/2019

Registered For Sale In

  1. Australia
  2. Austria
  3. Belgium
  4. Brazil
  5. Canada
  6. Chile
  7. Czech Republic
  8. Denmark
  9. Finland
  10. France
  11. Germany
  12. Greece
  13. Hungary
  14. Ireland
  15. Israel
  16. Italy
  17. Korea
  18. Luxembourg
  19. Mexico
  20. Netherlands
  21. New Zealand
  22. Norway
  23. Poland
  24. Portugal
  25. South Africa
  26. Spain
  27. Sweden
  28. Switzerland
  29. Turkey
  30. United Kingdom

Fund Info

  • Launch date22/06/2017
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1627197004

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).