Fidelity Global Property Fund W-Accumulation


Rated Fund 2017-2018. Finds property companies on attractive valuations worldwide

Fidelity Global Property was launched in 2006 and has been managed since 2013 by Dirk Philippa. It invests in the shares of property companies globally rather than directly in bricks and mortar. Performance has improved following Philippa's decision to reduce the portfolio to 40 shares and to focus more on larger companies with good dividend yields.

When deciding where to invest globally and in which sectors, his main focus is on stock picking. His core philosophy is to invest in property securities with valuation anomalies relative to their own history, peers or other regions. He also seeks securities offering quality at a reasonable price, which he believes can achieve superior growth.

Narrative and ratings content all as of 01 January 2018.

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Fidelity Global Property Fund W-Accumulation
Fidelity (FIL Investment SVCS (UK) Ltd)
Open Ended Investment Company
0.95 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.8 %
FTSE EPRA Nareit Developed TR GBP
The Fund’s investment objective is to achieve a combination of income and long term capital growth from a portfolio primarily made up of the securities of companies principally involved in the real estate industry and other real estate-related investments.
Holding %
Fidelity ILF - USD A Acc 6.97 %
Prologis Inc 6.57 %
Vonovia SE 5.22 %
Mitsui Fudosan Co Ltd 4.78 %
Sun Hung Kai Properties Ltd 4.44 %
American Homes 4 Rent Class A 4.17 %
Digital Realty Trust Inc 3.88 %
Deutsche Wohnen SE 3.77 %
American Campus Communities Inc 3.54 %
Sun Communities Inc 3.44 %
Region %
United States 55.40 %
Eurozone 17.87 %
Asia - Developed 14.40 %
Japan 7.89 %
Sector %
Real Estate 100.00 %
Fidelity (FIL Investment SVCS (UK) Ltd)
TN11 9DZ, Hildenborough Kent, United Kingdom
Legal Structure
Open Ended Investment Company


Dirk Philippa
Joined 10/01/2013

Data provided by Morningstar.

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