Fidelity Funds - FIRST All Country World Fund I-Acc-GBP

ISIN: LU1132649002

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Fidelity International

The fund aims to achieve long-term capital growth from a portfolio primarily made up of equity securities of companies in developed and emerging market countries throughout the world. The Investment Manager is not restricted in its choice of companies either by size of industry, or in terms of geographical allocation of the portfolio, and will choose investments largely determined by the availability of attractive opportunities. Investments are usually focused in the highest conviction stock recommendations identified by FIL Group research analysts, other than in extreme market conditions or where required to meet the investment objective of the fund. The fund may invest its net assets directly in China A and B Shares. The fund is actively managed.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -2,46 3 anni: 9,43 5 anni: 8,45 Inizio: 9,18 2022: -10,73 2021: 26,53 2020: 3,74 2019: 32,26 2018: -7,24
Rendimento annuo: Categoria 1 anno: -4,81 3 anni: 7,34 5 anni: 6,48 Inizio: - 2022: -14,35 2021: 25,85 2020: 4,68 2019: 26,09 2018: -7,74
Rendimento annuo: Percentile 1 anno: 34,00 3 anni: 34,00 5 anni: 25,00 Inizio:- 2022: 15,00 2021: 52,00 2020: 60,00 2019: 7,00 2018: 48,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,15 3 Sharpe Ratio: 0,67 5 Correlazione: 97,85 Beta: 0,92 Alfa: 0,51 Tracking error: 3,69 Info Ratio: -0,09
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2022-06-27
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2022-06-27