Fidelity Global Dividend Fund

Select share classes

Fidelity Global Dividend Fund W-Accumulation

A Select 50 Fund - Fidelity insight
Category Global Equity Income



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

279.30p

arrow-up0.20p (+0.07%)

Fund Code

WGDIA

B7GJPN7

GB00B7GJPN73

Prices updated as at 22 Sep 2021
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Prices in GBX

Investment objective
The Fund aims to increase the value of your 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.

Our view

Profile
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Research Analyst

This Fidelity Global Dividend Fund is managed by Dan Roberts and his objective is to achieve income and long-term capital growth from a portfolio consisting primarily of company shares from around the world.

Roberts scours the globe for attractive income streams but never compromises on quality - he is intimately concerned about preserving client capital. To that end, the mathematician and former accountant places heavy emphasis on scrutinising financial statements to ensure that companies can afford to pay the dividends which they are offering. "It is surprising how many fund managers don’t do this" he says.

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.