Fidelity Allocator World W Acc
Fidelity Allocator World W Acc
ISIN:
GB00B9777B62
Risk level:
FE fundinfo Rating:
3 of 5
IA Sector:
IA Global
Income type:
Accumulation
Price:
302.3000GBX
18 April 2024
Last change:
icon-down-small -0.66%
1 year change:
icon-up-small 12.55%
5 year annualised return:
8.89%
12 month yield:
0.00%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Fidelity Allocator World W Acc
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IA Global
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Index
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund aims to increase the value of your investment over a period of 5 years or more through global exposure to higher risk assets. The Investment Manager will actively select investments for the fund. As part of the investment process, the Investment Manager aims to maintain a fixed allocation of 100% in higher-risk assets (such as global equities, global emerging market equities, global smaller companies and global property securities). This allocation, as well as the breakdown of higher-risk and lower-risk assets, may change according to prevailing market conditions and the efficient management of the portfolio, and will be periodically rebalanced back to its target allocation. As part of the Fund?s asset allocation process, the Investment Manager will aim to maintain an underlying static asset allocation that is designed in-house and based on proprietary capital market assumptions using quantitative research.
Manager name:
Fidelity International (FIL Invt Svcs UK Ltd)
Manager start date:
06 October 2017
Investment style:
Growth
Region (geographical):
Global
Manager Biography:
Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 22 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Benchmark:
N/A
Sector:
IA Global
FE fundinfo Rating:
3 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 193,000,000.00 GBX
Chart date: April 18, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
6.6
MSCI ESG Quality Score - Peer Percentile (0-100)
20%
MSCI ESG Quality Score - Global Percentile (0-100)
57%
Fund Environmental Impact Involvement (%)
19%
Fund Social Score Impact Involvement (%)
5%
Fund Severe Governance Controversies Involvement (%)
9%