Fidelity Global Property W Acc
Fund
Fund Info
- Yield History1.97%
- 3 Year sharpe0.25
- 3 Year alpha1.54
- Distribution Typeaccumulation
- BenchmarkFTSE EPRA Nareit Developed TR GBP
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF0.94%
- IA SectorProperty Other
- Manager GroupFidelity
- DomicileUnited Kingdom
- ISINGB00B7K2NZ09
Investment Strategy
The Fund aims to deliver an income and increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of companies in the real estate industry globally as well as other real estate-related investments which could include investment in countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager aims to hold a concentrated portfolio of 30-50 securities. The Fund is actively managed without reference to a benchmark.
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