Market data

Please be aware that past performance is not a reliable indicator of what might happen in the future. When investing in overseas markets, changes in currency exchange rates may affect the value of your investment. Investments in small and emerging markets can be more volatile than those in other overseas markets.

Investment valuations at a glance

Shares Price-earnings ratio 2021E Dividend yield 2021E (%)
US 22.7 1.5
Europe 16.8 3.1
UK 14.1 4.1
Japan 17.8 2.1
Asia Pacific 17.5 2.2
Emerging Market Asia 17.4 1.8
Latin America 11.5 3.6
Central East Europe, Middle East & Africa 11.2 4.5
Bonds Redemption Yield (%)
ML Global High Yield 4.8
German 10-Year Bunds -0.3
ML Global Corporates 1.8
UK 10-Year Gilts 1.3
US 10-Year Treasuries 1.7

Investment performance at a glance

Equities (% as of 31 Mar) 3m 2016-17 2017-18 2018-19 2019-20 2020-21
S&P 500 6.2 17.2 14.0 9.5 -7.0 56.4
S&P 500 Growth 2.1 15.4 19.7 12.8 -2.5 59.4
S&P 500 Value 10.8 18.7 7.7 5.9 -12.2 50.4
Russell 2000 12.4 24.4 10.4 0.7 -25.1 92.6
FTSE All Share 5.2 22.0 1.2 6.4 -18.5 26.7
FTSE 100 5.0 23.3 0.2 7.7 -18.4 21.9
FTSE 250 5.4 15.3 5.3 1.0 -18.6 45.1
Euro STOXX 10.8 21.4 -0.9 3.5 -13.9 44.4
Shanghai SE -0.9 7.4 -1.7 -2.5 -11.0 25.2
Shenzhen 4.2 -0.5 1.4 -10.3 -21.6 39.4
MSCI Emerging Markets 2.3 17.7 25.4 -7.1 -17.4 58.9
Nikkei 225 7.0 15.0 15.7 0.9 -8.8 56.7
TOPIX 8.3 12.3 13.5 -7.3 -11.8 39.3
MSCI WORLD 5.0 15.4 14.2 4.6 -9.9 54.8
China Securities 300 -3.5 2.8 26.2 -5.5 -7.9 50.9
World Renewable Energy Index -5.1 2.8 1.4 12.7 20.9 186.4
Bonds (% as of 31 Mar) 3m 2016-17 2017-18 2018-19 2019-20 2020-21
US 10-Year Treasuries -6.7 -3.0 -1.1 5.5 21.5 -8.1
UK 10-Year Gilts -5.8 5.7 -0.3 5.9 7.7 -4.4
German 10-Year Bunds -2.4 -0.4 0.0 7.1 4.1 -1.3
ML Global High Yield -0.1 13.8 6.7 3.2 -8.3 25.7
ML Global Corporates -4.3 1.3 6.6 1.3 1.1 11.8
Commodities (% as of 31 Mar) 3m 2016-17 2017-18 2018-19 2019-20 2020-21
CRB Commodities Index 10.2 9.4 6.4 -3.9 -32.5 52.0
Crude Oil (Brent) 24.0 33.8 32.6 -1.6 -78.1 327.7
Gold Spot -10.0 1.3 6.1 -2.5 21.6 8.7
Silver -7.2 16.0 -12.0 -7.9 -7.6 67.6
Copper 13.4 19.2 14.8 -2.9 -23.9 77.9
Aluminium 10.8 29.2 1.8 -4.7 -21.2 46.6
Nickel -3.2 17.9 33.0 -2.7 -11.3 40.1
Zinc 2.8 59.1 19.4 -8.7 -26.8 48.1

Source: Refinitiv, 31.3.21. in local currency terms. Valuations: Source Citigroup Global Equity Strategist – Citi Research, MSCI, Worldscope, FactSet Consensus estimates as at 5.3.21. Bond Yields: Source Refinitiv, as at 31.3.21

Important information: Please be aware that past performance is not a reliable indicator of what might happen in the future. The value of investments and the income from them can go down as well as up, so you may not get back what you invest. When investing in overseas markets, changes in currency exchange rates may affect the value of your investment. Investments in small and emerging markets can be more volatile than those in other overseas markets. Reference to specific securities or funds should not be construed as a recommendation to buy or sell these securities or funds and is included for the purposes of illustration only. This information does not constitute investment advice and should not be used as the basis for any investment decision nor should it be treated as a personal recommendation for any investment. Investors should also note that the views expressed may no longer be current and may have already been acted upon by Fidelity. If you are unsure about the suitability of an investment you should speak to a Fidelity adviser or an authorised financial adviser of your choice.

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