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.See all Money Observer rated funds
|Prologis Inc||5.44 %|
|Fidelity ILF - USD A Acc||5.19 %|
|Sun Hung Kai Properties Ltd||4.97 %|
|Deutsche Wohnen SE||4.37 %|
|American Homes 4 Rent Class A||3.92 %|
|Mitsui Fudosan Co Ltd||3.91 %|
|Mitsubishi Estate Co Ltd||3.63 %|
|Welltower Inc||3.52 %|
|Goodman Group||3.41 %|
|Sun Communities Inc||3.17 %|
|United States||49.29 %|
|Asia - Developed||14.90 %|
|Real Estate||99.99 %|
Data provided by Morningstar.
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