FEMP vs. FSMP - ETF Comparison
FEMP - Fidelity Sustainable USD EM Bond UCITS ETF GBP Hedged
The Fidelity Sustainable USD EM Bond UCITS ETF GBP Hedged is an actively managed exchange-traded fund that invests in US dollar-denominated, ESG-screened bonds issued by governments and government-related entities in emerging markets, with a focus on social and environmental responsibility. The fund is currency hedged to British Pound (GBP) and has a total expense ratio of 0.50% per annum.
FSMP - Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged)
The Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) is an actively managed exchange-traded fund that invests in corporate bonds issued by companies worldwide, with a focus on sustainability criteria and fundamental characteristics. The ETF is currency hedged to British Pound (GBP) and has a total expense ratio of 0.30% per annum.
| FEMP | FSMP | |
|---|---|---|
| Fund Name | Fidelity Sustainable USD EM Bond UCITS ETF GBP Hedged | Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor UCITS ETF ACC-GBP (hedged) |
| Fund Provider | Fidelity | Fidelity |
| Index | Fidelity Sustainable USD EM Bond (GBP Hedged) | Fidelity Sustainable Global Corporate Bond Paris-Aligned Multifactor (GBP Hedged) |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.5% | 0.3% |
| Inception Date | 2021-03-25 | 2021-03-23 |
| Number Of Holdings | 85 | 353 |
| Currency | GBP | GBP |
| Currency Hedged | ||
| Distribution Policy | Accumulating | Accumulating |
| Region | Emerging Markets | Global |
| Investment Style | Active | Active |
| Sector | Financials | Financials |
| Sector Detail | Government Bonds | Corporate Bonds |
| Bond Type | Government Bonds | Corporate Bonds |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.