Fidelity Global Property W-Acc-GBP

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.45
  • 3 Year alpha1.37
  • Distribution Typeaccumulation
  • BenchmarkFTSE EPRA Nareit Developed NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.09%
  • IA Sector-
  • Manager GroupFidelity
  • DomicileLuxembourg
  • ISINLU1033663565

Investment Strategy

The fund aims to achieve a combination of income and long-term capital growth primarily from investments in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund is actively managed. The Investment Manager will, when selecting investments for the fund and for the purposes of monitoring risk consider the FTSE EPRA/NAREIT Developed Index (the “Index”) as the Index constituents are representative of the type of companies the fund invests in. When monitoring risk, the Investment Manager may reference the Index for the purpose of setting internal guidelines. These guidelines represent overall levels of exposure relative to the.Index Where the fund invests in securities that are included in the Index, its allocation to those securities is likely to differ from the Index allocation.

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