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Fidelity Investment Funds Ix - Fidelity Sustainable Global Equity Income Fund W-acc (0P00001074)

London

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9.98 +0.03 +0.26%

11/03 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 162.96M

Type: Fund

Market: United Kingdom

Issuer: Fidelity (FIL Investment SVCS (UK) Ltd)

ISIN: GB0034204569

Asset Class: Equity

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0P00001074 Overview

On this page you'll find an in-depth profile of Fidelity Investment Funds Ix - Fidelity Sustainable Global Equity Income Fund W-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00001074 among other information.

Investment Strategy

The Fund aims to provide income and long-term capital growth over a period of 5 years or more. The Fund is part of the Fidelity Sustainable Family of Funds and adheres to the Fidelity Sustainable Family Framework under which at least 70% of the fund’s net assets will be invested in issuers deemed to maintain sustainable characteristics. The Fund will also adhere to the Fidelity Sustainable Family exclusion policy. The Fund will invest at least 70% in the shares of companies globally, which maintain sustainable characteristics. This could include investment in countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The Investment Manager will choose investments which it believes offer attractive dividend yields in addition to price appreciation. The Investment Manager seeks to identify and select companies with an attractive, sustainable dividend income and/or sustainable income growth.

Contact Information

Address Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom

Phone (+44) 08003686868

Web professionals.fidelity.co.uk/about-fidelity/contact-us

Top Executives

Name	Title	Since	Until
Aditya Shivram	Portfolio Manager	2021	Now
Biography	Dec 2006 – Sector Leader, European telecoms present 2006 – 2008 Equity Analyst, European mid-cap telecoms 2004 – 2006 Equity Analyst, European reinsurers & Lloyds insurers/brokers 2003 – 2004 Associate, Software & semi-conductors private equity, Fidelity Ventures Previous: 1999 – 2003 Marketing Director, Tibco Software, Palo Alto, US 1995 – 1997 Analyst, Mergers & Acquisitions, Montgomery Securities, San Francisco, US
Amit Lodha	-	2010	2021
Biography	Portfolio Manager. Amit joined Fidelity as an equity analyst in 2003, covering sectors including technology, media, telecoms and financials before being promoted to Asian (ex-Japan) financials team leader and then global commodities analyst. He assumed responsibility for the Fidelity Global Equities Fund in November 2010. Amit has Bachelors and Masters degrees in Commerce and Economics from the University of Mumbai. He is a qualified chartered accountant and a CFA Charterholder.
Brenda Reed	equity Research Analyst	2004	2010
Biography	Reed is vice president and portfolio manager with Fidelity Investments. She joined the firm in 1992 as an equity research analyst for textile and apparel stocks. Previously, she was an equity analyst with Putnam Investments during the summer of 1991. From 1984 to 1990, she served as a stock analyst and later as a portfolio manager for New England Research and Management.

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	Name	Price	Chg.	Chg. %
	Fidelity Institut.	9.98	+0.03	+0.26%