Fidelity Open World W Acc
Fidelity Open World W Acc
ISIN:
GB00BC7GXN87
Risk level:
FE fundinfo Rating:
3 of 5
IA Sector:
IA Global
Income type:
Accumulation
Price:
261.1000GBX
28 March 2024
Last change:
icon-up-small 0.50%
1 year change:
icon-up-small 15.53%
5 year annualised return:
9.49%
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:
-
Fidelity Open World W Acc
-
IA Global
-
IA Global
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund provides global exposure to a diversified range of assets (including bonds, equities, alternatives and commodities) by investing at least 70% into funds (including those operated by Fidelity) which may be index tracking funds or actively managed funds. The Fund has a large exposure to equities meaning that it is likely to experience short-term price fluctuations in line with these markets and an investor may not get back the full amount invested. The Fund is actively managed without reference to a benchmark. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be actively managed subject to it remaining within the following parameters in all market conditions: 80-100% equity, 0-20% debt instruments (which may include investment grade bonds, sub-investment grade bonds and emerging market debt), 0-20% commodities, 0-10% cash and 0-20% alternatives (such as infrastructure securities and Real Estate Investment Trusts).
Manager name:
Fidelity International (FIL Invt Svcs UK Ltd)
Manager start date:
31 August 2023
Investment style:
*None
Region (geographical):
Global
Manager Biography:
Caroline joined Courtiers in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector. Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment.
Benchmark:
IA Global
Sector:
IA Global
FE fundinfo Rating:
3 of 5
Fees and Charges
Asset Allocation
Fund size: 1,429,000,000.00 GBX
Chart date: March 28, 2024
Top 10 Holdings
Sectors
World regions
MSCI rating: N/A
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)
0
MSCI ESG Quality Score - Peer Percentile (0-100)
0%
MSCI ESG Quality Score - Global Percentile (0-100)
0%
Fund Environmental Impact Involvement (%)
0%
Fund Social Score Impact Involvement (%)
0%
Fund Severe Governance Controversies Involvement (%)
0%