Fidelity Funds - Gl Eq Income I-ACC-USD

Ranked 5 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Aditya Shivram

Objective

The fund aims to achieve income and long-term capital growth principally through investments in income producing equity securities globally. The Investment Manager will target investments which it believes offer attractive dividend yields in addition to price appreciation.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 4.6% -5.0% 7.6% 6.0% -3.5%
2017 5.8% 5.0% -0.3% -1.0% 2.1%
2016 22.6% 4.9% 9.4% 5.2% 1.6%
2015 7.1% 5.0% -6.5% 0.1% 8.9%
2014 10.8% 0.4% 1.3% 2.9% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Korea
  6. Luxembourg
  7. Singapore
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date18/11/2013
  • Share Class size61Mn
  • Base currencyUSD
  • ISIN LU0994413051

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

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