A global approach to investing for dividend income
Just as growth opportunities may be found in different corners of the globe, so too may income opportunities. This presents a potential advantage for global equity income funds, which have the ability to find strong dividend-paying opportunities, regardless of where they are located, throughout the world.
Introducing the Fidelity Global Equity Income Fund
The Fidelity Global Equity Income Fund seeks a reasonable level of dividend income and takes a conservative approach to capital appreciation. Through a focus on investing in dividend-paying stocks, combined with a conservative approach to capital appreciation, the fund aims to deliver attractive risk-adjusted returns over a full market cycle. Portfolio manager, Ramona Persaud, discusses the case for investing in global dividend-paying stocks and her investment process.
Key features of the Fidelity Global Equity Income Fund
- Invests primarily in dividend-paying stocks located in countries and sectors around the world.
- Seeks to exceed the yield on the MSCI ACWI (All Country World Index)1 while also providing the potential for capital appreciation.
- Potentially invests in other types of equity and debt securities, such as convertible bonds, preferred stocks, and low-quality debt.
- Selects investments based on fundamental analysis of factors such as each company's financial condition and industry position, as well as market and economic conditions.
Who may want to invest
The Fidelity Global Equity Income Fund may be appropriate for investors seeking income primarily through dividend-paying stocks. The fund may also be appropriate for risk-aware investors looking to gain exposure to global equity markets but with potentially less volatility than a typical global equity fund.