Fidelity Funds - Sustainable Future Connectivity Fund I-Acc-EUR
ISIN: LU1881514266
Categoria Morningstar: Sector Equity Communications
Società: Fidelity International
ISIN: LU1881514266
Categoria Morningstar: Sector Equity Communications
Società: Fidelity International
The fund aims to achieve capital growth over the long term. The fund invests at least 70% of its assets, in equities of companies from anywhere in the world, including emerging markets that are linked to the theme of future connectivity (the enablers, networks, and beneficiaries of next generation communications). Investments may be made in companies involved in the roll out of cellular networks, wired networks, internet infrastructure, online content production. The fund may also invest in money market instruments on an ancillary basis. The fund invests at least 70% of its assets in securities of issuers with favourable environmental, social and governance (ESG) characteristics and up to 30% in securities of issuers with improving ESG characteristics.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rendimento annuo: Fondo | 1 anno: 7,57 | 3 anni: -4,31 | 5 anni: 7,63 | Inizio: 10,36 | 2024: 1,73 | 2023: 22,94 | 2022: -29,92 | 2021: 17,76 | 2020: 36,15 |
Rendimento annuo: Categoria | 1 anno: 23,26 | 3 anni: -0,06 | 5 anni: 7,36 | Inizio: - | 2024: 12,84 | 2023: 32,39 | 2022: -28,22 | 2021: 12,57 | 2020: 17,64 |
Rendimento annuo: Percentile | 1 anno: 97,00 | 3 anni: 96,00 | 5 anni: 37,00 | Inizio:- | 2024: 96,00 | 2023: 60,00 | 2022: 55,00 | 2021: 51,00 | 2020: 4,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 15,79 | 3 Sharpe Ratio: -0,40 | 5 Correlazione: 86,69 | Beta: 0,81 | Alfa: -5,07 | Tracking error: 9,70 | Info Ratio: -0,45 |