Overview: The Fidelity Global Quality Income UCITS ETF INC-USD (symbol: FGQD) is an investment fund that aims to provide investors with a total return, taking into account both capital gains and income. This ETF tracks the Fidelity Global Quality Income Index, which focuses on quality companies worldwide, known for their ability to generate stable and sustainable income.
Benefits: This ETF has several strengths, including exposure to high-quality companies that have demonstrated resilience in their financial performance. By investing in companies that prioritize profitability and financial strength, this ETF can offer some protection against market volatility. Additionally, the income-focused strategy may appeal to investors seeking regular cash flows while benefiting from geographical diversification.
Risks: Like any equity investment, this ETF is subject to market risks, including stock price volatility. Economic fluctuations, changes in monetary policy, and other external factors can affect the performance of the underlying index. Investors should also be aware of risks related to sector and geographical concentration, which can influence the overall performance of the fund.
Investor Profile: This ETF is particularly suitable for investors seeking passive income and exposure to quality companies on a global scale. It may interest those with a medium to long-term investment horizon who are willing to accept some volatility in exchange for total return potential. Investors concerned about the quality of their investments and the sustainability of income will also find this ETF appealing.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |