| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Global equity income | Core |
Selection rationale: Dan Roberts has been managing the strategy since its inception in 2012. He brings 20 years of dividend experience to the fund. He began his carreer managing UK-focused dividend strategies and expanded his investment opportunity set to a global universe when joining Fidelity in 2011. The investment process combines a quality tilt with a value-conscious mindset. The objective is to generate a yield that is at least 125% of the index while limiting downside risks. After screening the investable universe for potential portfolio candidates, Roberts conducts in-depth bottom-up research, focusing on companies with predictable, consistent cash flows and understandable business models with sound balance sheets. The fund’s quality growth bias has resulted in strong performance since launch compared to both the benchmark and Global Equity Income peers. The fund typically outperforms strongly during periods of market weakness, while keeping up in rising markets too. From an income perspective the fund's yield fell as low as 2.2% in the aftermath of the Covid pandemic but has since been rising steadily although it still falls slightly below 3%. Opinion The fund has delivered when quality and more-defensive stocks have outperfomed, but will typically lag during cyclical value rallies and outperformance of lower-quality stocks. March 2024 | ||
Risk warnings
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