Fidelity Sustainable Global Equity Fund

Select share classes
There is only one type of share class for this fund.

Fidelity Sustainable Global Equity Fund W-Accumulation

Category Global Large-Cap Growth Equity
Sustainability Focus


star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

4,125.00p

arrow-up33.00p (+0.81%)

Fund Code

WGLFA

B3RDH34

GB00B3RDH349

Prices updated as at 12 Dec 2025
|
Prices in GBX

Investment objective
The Fund aims to increase the value of investment over a period of 5 years, or more. The Fund will invest at least 70% of its assets in companies which contribute to positive environmental and / or social outcomes, across the following sustainability topics: (i) health and nutrition; (ii) financial inclusion and resilience; (iii) decarbonisation; (iv) innovation and sustainable infrastructure; and (v) resource efficiency. Contribution to these topics is assessed using the Fund’s Standard of Sustainability which refers to the UN Sustainable Development Goals (SDGs) and the EU Taxonomy. The Fund will invest at least 70% of its assets in the shares of companies globally. The Fund may invest up to 30% of its assets in the shares of companies in Emerging Markets as determined by the Investment Manager. The Fund aims to hold a concentrated portfolio of 40-60 stocks.

Annual charges

Product charges
0.85
0.22
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 10 Dec 2025pdf
Value Assessment Report 13 Oct 2025pdf
Prospectus10 Oct 2025pdf
SDR Consumer facing disclosure20 Mar 2025pdf
Key Information Document / Technical Guide 20 Mar 2025pdf
Annual Report 31 Dec 2024pdf
Interim Report 31 Dec 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.