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Fidelity Global Enhanced Income - New rating
Although there are no guarantees, this fund targets a high yield, at least 50% above the MSCI All Countries World Index, with potential for capital growth by investing primarily in large and mid-sized global equities. Manager Daniel Roberts has been managing the fund since launch in October 2013 and pursues a similar value approach to his Fidelity Global Dividend fund which has been running since January 2012. The Global Enhanced Income fund targets a higher yield by using a covered call strategy. Covered call options give the purchaser the right to buy a stock from the fund at a fixed ‘exercise’ price at some point in the future. In return, the fund receives a premium which it keeps regardless of whether the option is exercised or not. The options’ premium enhances the fund’s income, in exchange for giving up some potential capital gains should the share price rise above the exercise price. As a result, the fund may lag in rapidly rising markets, although is expected to offer a level of protection on the downside and has historically achieved returns with a lower volatility compared to the index benchmark.
The fund has been awarded a three star rating and will feature on our top-rated funds list - our research team’s premier selection.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. Smaller companies shares can be more volatile and less liquid than larger company shares, so smaller companies funds can carry more risk Current or past yield figures provided should not be considered a reliable indicator of future performance. This article is not a personal recommendation or advice to invest.