Fidelity Global Financial Svcs W-Acc-GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.63
  • 3 Year alpha3.51
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI/Financials NR EUR
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.06%
  • IA Sector-
  • Manager GroupFidelity
  • DomicileLuxembourg
  • ISINLU1033663136

Investment Strategy

The fund aims to provide investors with long-term capital growth, principally through investment in the equity securities of companies throughout the world which are involved in providing financial services to consumers and industry. As this fund may invest globally, it may be exposed to countries considered to be emerging markets. The fund is actively managed. The Investment Manager will, when selecting investments for the fund and for the purposes of monitoring risk, reference MSCI AC World Financials Index (the “Index”) as the Index constituents are representative of the type of companies the fund invests in. The fund’s performance can be assessed against its Index. The Investment Manager has a wide range of discretion relative to the Index.

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