Fidelity Funds SMART Gl Mdt A USD (SGD)

Ranked 382 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The fund aims to provide moderate long-term capital growth by investing directly or indirectly (including through the use of derivatives) in a wide range of global asset classes and geographies including global government, global inflation-linked, global corporate, investment grade, global high yield and emerging market bonds, as well as shares of companies globally, based on their potential to generate moderate capital growth or reduce risk or fluctuation within the overall portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.5%
2018 -0.8% -4.8% 5.7% 2.3% -3.6%
2017 1.7% 1.8% -1.7% -1.2% 2.9%
2016 19.9% 1.7% 7.4% 5.4% 4.2%
2015 5.1% 8.3% -5.2% -5.4% 8.2%
2014 11.8% 0.5% 1.6% 3.6% 5.8%
2013 25.7% 15.9% 2.0% 0.8% 5.4%
2012 8.9% 9.5% -4.9% 3.7% 0.9%
2011 -9.9% 1.5% -0.8% -16.2% 6.7%
2010 15.5% 9.8% -11.4% 6.6% 11.3%
2009 19.6% -8.8% 5.3% 20.5% 3.4%
2008 -23.7% -11.0% -0.2% -10.6% -3.9%
2007 9.8% 2.7% 5.6% 0.3% 1.0%
2006 0.4% 7.3% -9.4% 0.0% 3.3%
2005 27.3% 0.5% 7.1% 10.2% 7.4%
2004 6.0% 0.7% -0.5% -1.6% 7.5%
2003 20.6% -3.8% 13.1% 4.7% 5.9%
2002 -26.2% 2.5% -13.7% -19.6% 3.8%
2001 -17.2% -12.6% 7.0% -22.7% 14.7%
2000 -5.1% 5.2% -0.5% 0.1% -9.4%
1999 44.4% 9.7% 7.1% -3.3% 27.2%
1998 16.7% 12.4% 0.5% -15.7% 22.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Finland
  3. France
  4. Luxembourg
  5. Netherlands
  6. Singapore
  7. Sweden
  8. United Kingdom

Fund Info

  • Launch date31/12/1997
  • Base currencyUSD

Purchase Info

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

Charges

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