Fidelity Glb Dmgrphcs Y-Acc-GBP

Fund

Fund Info

  • Yield History0.00%
  • 3 Year sharpe1.19
  • 3 Year alpha-0.98
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.09%
  • Sector-
  • Manager GroupFidelity
  • DomicileLuxembourg
  • ISINLU0654618890

Investment Strategy

The fund aims to achieve long-term capital growth from a portfolio primarily invested in equity securities of companies throughout the world that are able to benefit from demographics changes. Investments will include, but are not limited to, health care and consumer industries companies that stand to benefit from the effects of growing life expectancy in ageing populations, and the creation of wealth in emerging markets. The fund may invest up to 30% of its assets in emerging markets. The Investment Manager is free to select any company regardless of size, industry or location and will concentrate its investment in a more limited number of companies and therefore the resulting portfolio will be less diversified.