Global Equity Income
Fidelity Sustainable Global Equity Income
Last updated: 2026-09-03
The Verdict
Fidelity Sustainable Global Equity Income charges an expense ratio of 0.89%. On a $100,000 portfolio, that's $890 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at only 48% correlation over the measured period, so it should not be treated as a substitute for this fund, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
0.89%
Star Rating
2/ 5
Market Beta
0.56
Model Correlation
48%
Sharpe Ratio
1.42
Max Drawdown
10.44%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 7.1% vs Model 6.9%; 3Y: Fund 56.6% vs Model 54.5%.
Alpha After Fees
Supreme.PM's model shows 48% correlation with Fidelity Sustainable Global Equity Income over the measured period. That is weak tracking: the model does not reproduce this fund's return pattern, and a negative figure means it moved in the opposite direction.
Fee Analysis
Fidelity Sustainable Global Equity Income charges 0.89% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
Global Equity Income Category
Browse all Global Equity Income funds
Global Equity Income Rankings
Top-rated Global Equity Income funds
Our Methodology
How we decode fund strategies
BNY Mellon Sustainable Global Equity Income
Artemis Global Income
5-star rated
Guggenheim World Equity Income Fund
3-star rated
abrdn Dynamic Dividend Fund
3-star rated
Gabelli Global Rising Income and Dividend Fund
1-star rated
Frequently Asked Questions
What is the expense ratio of Fidelity Sustainable Global Equity Income?
Fidelity Sustainable Global Equity Income has an expense ratio of 0.89%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Fidelity Sustainable Global Equity Income?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund poorly, at 48% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.