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Fidelity Sustainable Asia Equity W

Bestinvest LogoTargeting long-term capital growth by investing in large and medium-sized equities in Asia.

PRICE (INC)

190.5p

PRICE (ACC)

190.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.89%

YIELD

0.3%

1 YEAR
-12.61%

Prices as at 01 Jul 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund aims to outperform the Asia ex Japan index while also holding a minimum 70% of the portfolio in equity securities that are deemed to maintain high sustainable characteristics. The team adopts a bottom-up investment approach driven by sustainability principles that identifies quality growth opportunities with sustainable returns they believe are mispriced or unrecognised by the market.

Fund summary

SectorAsia Pacific Excluding Japan
StructureOEIC
LaunchedJanuary 2015
Size£86m
Yield0.3%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.89%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning