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LU2572481948

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1m

Analysis and statistics

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About

LU2572481948.EUFUND refers to the Fidelity Funds - Sustainable Global Equity Income Fund A-ACC-EUR. It's a fund managed by Fidelity focusing on sustainable global equity income, aiming to provide income and capital growth by investing in companies worldwide while adhering to specific ESG (Environmental, Social, and Governance) criteria. The fund is denominated in Euro and follows an accumulating share class.
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Factors

Economic Conditions: Overall economic health impacts fund performance. Strong growth usually boosts returns, while recessions can hurt them.

Market Sentiment: Investor confidence or fear can drive fund prices up or down, irrespective of underlying assets.

Interest Rates: Rising rates can decrease bond values in the fund, impacting returns.

Inflation: Higher inflation can erode investment returns, especially for fixed-income assets.

Fund Management Expertise: The skill of the fund manager in selecting investments significantly influences performance.

Fund Expenses: Fees charged by the fund reduce overall returns.

Asset Allocation: The mix of asset classes (stocks, bonds, etc.) impacts risk and return.

Specific Holdings Performance: The individual performance of the assets held within the fund is crucial.

Geopolitical Events: Political instability or major global events can create market volatility.

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