Fidelity Global Equity+ Fund - F

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
24.41
7.69
Category
11.85
3.32
13.58
-4.46
19.34
12.46
16.27
-14.08
16.19
21.92
4.90
Index
18.09
5.07
16.34
-1.17
20.52
14.59
17.27
-11.94
18.85
27.41
5.80
Quartile Rank
Quartile Rank is second
Quartile Rank is first
Percentile Rank
34
17
# of Invest. in Cat.
1,302
1,334
1,525
1,721
2,086
2,041
1,857
1,918
1,920
1,785
1,508
Category Name
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity
CA039 Canada Fund Global Equity

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

1/5

Corporate Sustainability Score
21.84 21.91
Sovereign Sustainability Score
11.70 11.67
Low Carbon Designation

No Designation

Carbon Risk Score
7.90

Strategy

Capital Appreciation- a new FOF that provides investors with access to top equity portfolio managers in one fund. The fund will blend unique styles that diversify each other and add alpha over time, provides liquid alts exposure in a traditional 81-102 mutual fund with highly competitive performance in the global equity category.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
Fidelity Global Equity+ Fund - B
Fidelity Global Equity+ Fund - B
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Oct 03, 2023
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Fidelity Global Equity+ Fund - F5
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5.00 k
Fidelity Global Equity+ Fund - F5
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Oct 03, 2023
5.00 k
Fidelity Global Equity+ Fund - O
Fidelity Global Equity+ Fund - O
FID7651
Oct 03, 2023
9.00 Mil
Fidelity Global Equity+ Fund - O
Fidelity Global Equity+ Fund - O
FID7658
Oct 03, 2023
Fidelity Global Equity+ Fund - S5
Fidelity Global Equity+ Fund - S5
FID7653
Oct 03, 2023
5.00 k
Fidelity Global Equity+ Fund - S5
Fidelity Global Equity+ Fund - S5
FID7646
Oct 03, 2023
13.60 Mil
5.00 k
Fidelity Global Equity+ Fund - S8
Fidelity Global Equity+ Fund - S8
FID7647
Oct 03, 2023
18.55 Mil
5.00 k
Fidelity Global Equity+ Fund - S8
Fidelity Global Equity+ Fund - S8
FID7654
Oct 03, 2023
5.00 k

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