Fidelity Glb MA Tact Mod W-Acc-GBP

Fund

Fund Info

  • Yield History0.00%
  • 3 Year sharpe0.85
  • 3 Year alpha0.88
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF0.98%
  • Sector-
  • Manager GroupFidelity
  • DomicileLuxembourg
  • ISINLU1033664290

Investment Strategy

The fund aims to provide moderate long-term capital growth by investing in a range of global assets providing exposure to bonds, equities, commodities, property and cash. Under normal market conditions, the fund will have a maximum exposure of 90% of its total assets to equities. The fund may also seek exposure to infrastructure securities and real estate investment trusts (REITS). The fund may achieve elements of its return through the use of financial derivatives. The fund may also invest in UCITS and UCIs. The fund may make extensive use of financial derivative instruments for investment purposes or use complex financial derivative instruments or strategies to meet the investment objectives of the fund with a level of risk which is consistent with the risk profile of the fund. The fund may maintain long and short exposure to securities through the use of derivative instruments.