Fidelity Global Dividend Fund W-Income

A Select 50 Fund - Fidelity insight

Category Global Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

236.10p

arrow-down-0.60p (-0.25%)

Fund Code

WGDII

B777808

GB00B7778087

Prices updated as at 18 Apr 2024

Prices in GBX

Investment objective

The Fund aims to increase the value of investor's investment with low volatility versus the MSCI All Country World (Net Total Return) Index. It also seeks to deliver an income that is at least 25% more than the income produced by companies included in the index. The Fund will invest at least 70% in equities (and their related securities) of companies globally. The Investment Manager will choose investments which it believes offer attractive dividend yields in addition to price appreciation. It is not restricted in terms of size, industry, or geographical split. The Fund is actively managed without reference to a benchmark.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filledstar-filled
5 - year
Morningstar return	Above Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filled
10 - year
Morningstar return	Above Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Above Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	2.18	0.99
	0.53	0.64
	-0.35	-0.31
	78.68	61.20
	1.19	0.77
	5.73	7.65
	5.14	5.81

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.