Fidelity Global Dividend Class W - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Daniel Roberts' unconstrained approach allows him to invest anywhere in the world, but he tends to favour large companies from developed markets. He won't compromise on quality and is mindful of valuation. Fidelity Global Dividend could provide international diversification to an income-focused portfolio and work well alongside 'growth' orientated funds.
We like the manager's sensible, valuation-conscious approach which focuses on capital preservation.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
13/12/19 to 13/12/20 | 13/12/20 to 13/12/21 | 13/12/21 to 13/12/22 | 13/12/22 to 13/12/23 | 13/12/23 to 13/12/24 | |
---|---|---|---|---|---|
Annual return | 8.97% | 10.66% | 0.58% | 9.41% | 15.23% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.