Fidelity Funds - Sustainable Future Connectivity Fund I-Acc-EUR
ISIN: LU0346392052
Categoria Morningstar: Sector Equity Communications
Società: Fidelity International
ISIN: LU0346392052
Categoria Morningstar: Sector Equity Communications
Società: Fidelity International
The fund aims to provide investors with long-term capital growth, primarily through investment in the equity securities of companies throughout the world, including those in countries considered to be emerging markets and linked to the theme of future connectivity (the enablers, networks and beneficiaries of next generation communications). Investments will include, but will not be limited to, companies that are involved in the roll out of cellular networks, wired networks, internet infrastructure, social media, online content production, streaming, e-commerce, and the Internet of things. The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Thematic strategy under which a minimum of 70% of the fund’s 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”.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -0,95 | 3 anni: 20,87 | 5 anni: - | Inizio: 21,87 | 2024: -6,82 | 2023: 17,76 | 2022: 36,15 | 2021: 34,75 | 2020: - |
Rendimento annuo: Categoria | 1 anno: 5,10 | 3 anni: 11,96 | 5 anni: 6,39 | Inizio: - | 2024: -3,24 | 2023: 12,57 | 2022: 17,64 | 2021: 17,62 | 2020: -11,60 |
Rendimento annuo: Percentile | 1 anno: 81,00 | 3 anni: 1,00 | 5 anni: - | Inizio:- | 2024: 76,00 | 2023: 51,00 | 2022: 4,00 | 2021: 8,00 | 2020: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 13,81 | 3 Sharpe Ratio: 1,20 | 5 Correlazione: 89,78 | Beta: 0,83 | Alfa: 6,77 | Tracking error: 7,60 | Info Ratio: 0,68 |