Fidelity Global Property W-Acc-GBP

Fund

Fund Info

  • Yield History0.00%
  • 3 Year sharpe0.64
  • 3 Year alpha-0.17
  • Distribution Typeaccumulation
  • BenchmarkFTSE EPRA Nareit Developed NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.09%
  • Sector-
  • Manager GroupFidelity
  • DomicileLuxembourg
  • ISINLU1033663565

Investment Strategy

The fund’s objective is 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 aim of the fund is to provide investors with long-term capital growth from diversified and actively managed portfolios of securities. Unless otherwise specified in the investment objective, the income of the fund is expected to be low. The fund will invest primarily (at least 70% in value) in equities in the markets and sectors reflected in the name of the fund and in companies established outside those markets but which derive a significant proportion of their earnings from those markets.

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