Fidelity Global Property W Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.93%
  • 3 Year sharpe0.78
  • 3 Year alpha0.58
  • Distribution Typeaccumulation
  • BenchmarkFTSE EPRA Nareit Developed TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • 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. The Fund may also invest in other transferable securities, collective investment schemes, money market instruments, cash and deposits and is also able to use derivatives for efficient portfolio management.

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