Fidelity Global Special Sits Y Acc

Fund

Fund Info

  • Yield History0.67%
  • 3 Year sharpe1.21
  • 3 Year alpha-0.62
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.17%
  • SectorGlobal
  • Manager GroupFidelity
  • DomicileUnited Kingdom
  • ISINGB00B7X5RY30

Investment Strategy

The Fund’s investment objective is to achieve long term capital growth from a portfolio primarily made up of the shares of companies around the world. The Fund will have a blend of investments in larger, medium and smaller sized companies. The ACD is not restricted in its choice of companies either by size or industry, or in terms of the geographical split of the portfolio, and will choose stocks largely determined by the availability of attractive investment opportunities. The Fund may also invest in other transferable securities, units in collective investment schemes, money market instruments, cash and deposits. Derivatives and forward transactions may also be used for investment purposes