Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc (FGLS.L)
FGLS.L is a passive ETF by Fidelity International tracking the investment results of the MSCI ACWI NR USD. FGLS.L launched on May 27, 2020 and has a 0.35% expense ratio.
ETF Info
| ISIN | IE00BKSBGV72 |
|---|---|
| WKN | A2P1GK |
| Issuer | Fidelity International |
| Inception Date | May 27, 2020 |
| Category | Global Equities |
| Index Tracked | MSCI ACWI NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FGLS.L has a high expense ratio of 0.35%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc had a return of 9.99% year-to-date (YTD) and 20.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.99% | 11.18% |
| 1 month | 3.98% | 5.60% |
| 6 months | 14.03% | 17.48% |
| 1 year | 20.58% | 26.33% |
| 5 years (annualized) | N/A | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of FGLS.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.82% | 3.58% | 3.24% | -2.46% | 9.99% | ||||||||
| 2023 | 4.96% | 0.11% | -0.06% | 0.46% | 0.39% | 3.52% | 1.94% | -0.34% | -0.68% | -3.00% | 4.96% | 4.41% | 17.58% |
| 2022 | -6.21% | -1.03% | 5.27% | -3.24% | -2.18% | -5.43% | 7.48% | 1.75% | -3.90% | 1.77% | 0.78% | -4.13% | -9.61% |
| 2021 | -0.68% | -0.03% | 5.14% | 4.37% | -1.01% | 3.84% | 1.37% | 3.28% | -1.27% | 3.38% | 1.40% | 2.14% | 23.93% |
| 2020 | 0.79% | -0.98% | 5.43% | 0.08% | -3.29% | 8.70% | 1.68% | 12.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FGLS.L is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
FGLS.L (Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc (FGLS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc was 16.11%, occurring on Jun 16, 2022. Recovery took 280 trading sessions.
The current Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc drawdown is 0.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.11% | Dec 10, 2021 | 126 | Jun 16, 2022 | 280 | Jul 27, 2023 | 406 |
| -6.69% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -5.71% | Sep 15, 2023 | 31 | Oct 27, 2023 | 13 | Nov 15, 2023 | 44 |
| -4.75% | Jan 12, 2021 | 39 | Mar 5, 2021 | 7 | Mar 16, 2021 | 46 |
| -4.48% | Jun 9, 2020 | 5 | Jun 15, 2020 | 4 | Jun 19, 2020 | 9 |
Volatility
Volatility Chart
The current Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc volatility is 3.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.