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Fidelity Global Property
Ranked 8 out of 52 in -
Global Equity
over 12 months
All calculations are in GBP unless stated
Managed by
Objective
The fund aims to achieve a combination of income and long-term capital growth primarily from investments in securities of companies principally engaged in the real-estate industry and other real-estate-related investments.
Performance
Global Equity
over :
31/05/2016 -
31/05/2017
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Rank 8/52 Total Return
-
Rank 20/52 Standard Deviation
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Rank 5/52 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 6 | Neuberger Berman Global Real Estate Sec USD I Acc | GBP | 18.0% |
| 7 | Robeco Property Equities D EUR | GBP | 17.9% |
| 8 | Fidelity Global Property Acc | GBP | 17.9% |
| 9 | Schroder Global Real Estate Securities Inc A Acc | GBP | 17.6% |
| 10 | AB SICAV I-Global Real Estate Secs Pf I USD | GBP | 17.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 18 | Oasis Crescent Global Property Equity A USD Inc | GBP | 13.5 |
| 19 | SW Multi-Manager Global Real Est Secs A Acc | GBP | 13.6 |
| 20 | Fidelity Global Property Acc | GBP | 13.8 |
| 21 | BGF World Real Estate Securities A2 USD | GBP | 14.0 |
| 22 | Nordea 1 - Global Real Estate Fund BP USD | GBP | 14.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 3 | Janus Global Real Estate Fd A USD Acc | GBP | -3.1% |
| 4 | Invesco Global Income Real Estate Secs A Acc USD | GBP | -3.2% |
| 5 | Fidelity Global Property Acc | GBP | -3.4% |
| 6 | Schroder Global Cities Real Estate A Acc | GBP | -3.9% |
| 7 | AXA WF Global Flexible Property A C USD | GBP | -3.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 1.3% | ||||
| 2016 | 19.4% | 3.8% | 9.5% | 6.0% | -0.9% |
| 2015 | 3.5% | 8.7% | -10.2% | -0.5% | 6.5% |
| 2014 | 25.5% | 1.7% | 6.6% | 2.2% | 13.3% |
| 2013 | 1.2% | 13.6% | -4.6% | -4.1% | -2.6% |
| 2012 | 20.5% | 8.4% | 3.1% | 3.2% | 4.5% |
| 2011 | -7.8% | -2.3% | 3.1% | -14.5% | 7.0% |
| 2010 | 23.0% | 11.0% | -7.1% | 10.2% | 8.3% |
| 2009 | 27.0% | -23.0% | 21.0% | 29.9% | 4.9% |
| 2008 | -29.2% | -3.7% | -8.6% | -3.8% | -16.4% |
| 2007 | -15.0% | 3.2% | -9.3% | 2.0% | -11.1% |
| 2006 | 9.6% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Simon Property Group Inc ORD | 5.75 |
| Fidelity Institutional Liquidity USD A Acc | 5.31 |
| Prologis Inc ORD | 4.05 |
| Equity Residential ORD | 3.46 |
| Sun Communities Inc ORD | 3.33 |
| American Homes 4 Rent ORD | 3.29 |
| Welltower Inc ORD | 3.28 |
| Essex Property Trust Inc ORD | 3.19 |
| Goodman Group Pty Ltd | 3.12 |
| Westfield Corp Ltd | 3.07 |
Registered For Sale In
- Guernsey
- Jersey
- United Kingdom
Fund Info
- Launch date05/09/2006
- Share Class size62Mn
- Base currencyGBP
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ISIN GB00B1BXCS68
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment3.5