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FIDELITY FUNDS GLOBAL REAL ASSET SECURITIES A GBP - Fund overview

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Overview of FIDELITY FUNDS GLOBAL REAL ASSET SECURITIES A GBP

The fund aims to achieve long-term capital growth from a portfolio primarily invested in equity securities of companies across the world that provide exposure to commodities, property, industrials, utilities, energy, materials and infrastructure

Standard Initial Charge

3.50% 0.50%

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Fund summary

Sector  Global
Product type  OFFSHORE FUND
Launched  November, 2009
Size  £154m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 118.30p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.78%
Reduction in yield (10yr) 1.83%

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No information available.

Portfolio

fidelity funds global real asset securities a gbp asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 5%
fidelity funds global real asset securities a gbp equity geographic illustration
Allocation Proportion
UK 17%
Europe 23%
Nth America 35%
Japan 9%
Pacific 9%
Other Equity 7%
fidelity funds global real asset securities a gbp equity capitalisation illustration
Allocation Proportion
Large Caps 74%
Mid Caps 22%
Small Caps 4%

Investment process


Its objective is to create a long term thematic recovery vehicle for investors wanting to take advantage of current depressed ‘real asset’ valuations. This will be achieved through investment in sectors with both high cyclical recovery characteristics and strong book price ratios. The fund aims to achieve long-term capital growth from a portfolio primarily invested in equity securities of companies across the world that provide exposure to commodities, property, industrials, utilities, energy, materials and infrastructure. Up to 20% of the portfolio can consist of investments in Exchange Traded Funds (‘ETFs’), Exchange Traded Commodities qualifying as transferable securities (‘ETCs’), bonds, warrants and convertibles.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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