Fidelity Funds – Global Dividend Fund A-MINCOME(G)-USD

Qualification

ISIN: LU0731783048

Categoria Morningstar: Global Equity Income

Empresa: Fidelity International

The fund aims to achieve income and long-term capital growth principally through investments in income producing equity securities 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. The fund will consider a wide range of environmental and social characteristics on an ongoing basis. Environmental characteristics include but are not limited to climate change mitigation and adaptation, water and waste management, biodiversity, while social characteristics include but are not limited to product safety, supply chain, health and safety and human rights. Environmental and social characteristics are analysed by Fidelity’s fundamental analysts and rated through Fidelity Sustainability Ratings.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 22,29 3 anos: 12,06 5 anos: 8,44 Início: 11,19 2021: 9,68 2020: -1,01 2019: 25,76 2018: -0,01 2017: 2,11
Rentabilidade anual: Categoria 1 ano: 29,93 3 anos: 9,47 5 anos: 8,23 Início: - 2021: 11,37 2020: -3,55 2019: 23,85 2018: -6,95 2017: 4,66
Rentabilidade anual: Percentil 1 ano: 91,00 3 anos: 18,00 5 anos: 39,00 Início:- 2021: 79,00 2020: 34,00 2019: 32,00 2018: 4,00 2017: 81,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 12,24 3 Rácio de Sharpe: 0,67 5 Correlação: 96,42 Beta: 0,83 Alfa: 3,38 Tracking error: 4,51 Rácio de informação: 0,60
Fonte: Morningstar. Dados em euros. Categoria: Global Equity Income. Data: 2021-04-09
Fonte: Morningstar. Dados em euros. Categoria: Global Equity Income. Data: 2021-04-09