Fidelity Sustainable Global Equity Fund W-Accumulation

Category Global Large-Cap Growth Equity

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Sep 14 - 30 Sep 15	3.78	2.45
30 Sep 15 - 30 Sep 16	29.37	27.62
30 Sep 16 - 30 Sep 17	15.46	15.19
30 Sep 17 - 30 Sep 18	14.93	13.79
30 Sep 18 - 30 Sep 19	13.51	6.25
30 Sep 19 - 30 Sep 20	14.57	17.23
30 Sep 20 - 30 Sep 21	17.32	18.39
30 Sep 21 - 30 Sep 22	-8.83	-14.91
30 Sep 22 - 30 Sep 23	2.27	8.18
30 Sep 23 - 30 Sep 24	15.40	17.63
30 Sep 24 - 30 Sep 25	5.51	11.44

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	0.81	0.53
1 Month	-1.50	-1.99
3 Months	4.78	3.19
6 Months	11.04	8.64
1 Year	4.80	4.57
3 Years annualised	8.78	11.92
5 Years annualised	4.04	5.91

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.