Fidelity Global Dividend W Inc

Willis Owen Research Commentary

Dan Roberts has managed this Focus 50 fund since launch in 2012 with support from six other regional income specialists and Fidelity's extensive analytical research resource. Roberts’ philosophy is to focus on quality companies that can offer a good degree of capital protection during market downturns. This means the fund may lag in roaring bull markets but we are encouraged by the fact that it has outperformed during the manager's tenure. Initial screening of the investable universe followed by careful analysis of the shortlist allows Roberts to identify companies with stable finances and strong cash flows. This due diligence underpins the reliability of dividend pay-outs and the target yield is 125% of that on the benchmark MSCI ACWI Index.

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