Are you looking for an investment for your ISA that aims to deliver steady capital growth whilst maintaining low levels of volatility?
Our Global Dividend Fund - winner of Money Observer’s Best Global Equity Income Fund 2016 - could be a good option.
Portfolio manager Dan Roberts invests in diverse stock markets from across the world and focuses on high-quality companies that should be able to grow their earnings and pay sustainable dividends.
Reinvested dividends have been shown to boost stock market returns, making this a good strategy to achieve a steady return over time. So it may be suitable for you if you are:
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Fidelity Global Dividend Fund
MSCI AC World Index
Source of performance: Fidelity and Morningstar from 31.12.2012 to 31.12.2016. Basis: bid-bid with income reinvested. Fund launch date 30.01.2012, therefore performance data for 31.12.2011 to 31.12.2012 is not available. Please note that past performance is not a reliable indicator of future results.
About the manager
Portfolio Manager Dan Roberts and his 249-strong research network* uncover attractively valued companies paying well-covered dividends in a variety of markets around the world.
“I run this fund like I run my own money. I invest in stocks where there is a good margin of safety, providing a degree of capital protection in volatile markets and where progressive distribution policies give the potential for sustainable dividend growth. I aim to deliver a combination of strong long-term returns with lower volatility than the broader market and income growth ahead of inflation.”
* These figures reflect the resources of FIL Limited. Source: FIL as at 31.12.2016. Data is unaudited. Research professionals include both analysts and associates.
Please note that the value of investments and the income from them can go down as well as up, so you may not get back what you invest.
Data Source - © 2016 Morningstar, Inc. All Rights Reserved. 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.
Past performance is not a reliable indicator of future results. The fund invests in overseas markets and so the value of investments can be affected by changes in currency exchange rates. It takes its annual management charge and expenses from your capital and not from the income generated by the fund. This means that any capital growth in the fund will be reduced by the charge. Your capital may reduce over time if the fund’s growth does not compensate for it. The fund uses financial derivative instruments for investment purposes, which may expose the fund to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The Select 50 is not a recommendation to buy funds. Equally, if a fund you hold is not within the Select 50, we are not recommending that you sell it. Fidelity only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an adviser. The Key Investor Information Document can be obtained here or by calling 0333 300 3350. The full prospectus may also be obtained from Fidelity.
We offer a number of options for you to access equity income funds from within Fidelity’s own fund management team and also from other leading providers.
Claire Dwyer talks to Dan Roberts on the Fidelity Global Dividend Fund