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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.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The fund aims to achieve income with the potential for some capital growth, investing at least 70% of net assets directly in equity securities of companies globally. The Investment
Manager will target investments which it believes offer attractive dividend yields in addition to price appreciation.
As this fund may invest globally, it may be exposed to countries considered to be emerging markets.
As well as investing directly in equity securities, the fund will also achieve exposure indirectly through the use of derivatives. To enhance the income of the fund, derivatives may be used to generate additional income, for example, by the writing of covered call options on securities held by the fund, generating extra income in return for agreeing a strike price above which potential capital growth in a specified period is sold. The generation of additional income may impact the funds potential for capital growth, particularly in periods of rapidly rising markets where capital gains may be lower when compared with an equivalent uncovered portfolio.
The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Focused strategy under which a minimum of 90% of the funds net assets will be analysed as to whether they maintain sustainable characteristics and a minimum of 70% of the funds net assets will be invested in securities deemed to maintain sustainable characteristics, as described in the section entitled 1.3.2 (b) Fidelity Sustainable Family of Funds. The average ESG rating of the fund will exceed the average ESG rating of the funds investment universe after the exclusion of 20% of the assets with the lowest ESG ratings.