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

Share Price-earnings ratio 2019E Dividend yield 2019E (%)
US 17.1 2.0
Europe 13.5 4.0
UK 12.7 4.9
Japan 12.7 2.5
Asia Pacific ex Japan 13.7 3.1
Emerging Market Asia 13.2 2.6
Latin America 12.5 3.5
Central East Europe, Middle East & Africa 9.3 4.6
Bonds Redemption Yield (%)
ML Global High Yield 6.3
German 10-Year Bunds -0.1
ML Global Corporates 2.9
UK 10-Year Gilts 1.5
US 10-Year Treasuries 2.4

Investment performance at a glance

Equities (% as of 31st March) 3m 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019
S&P 500 18.0 11.7 2.5 16.2 13.0 12.1
FTSE All Share 12.1 6.7 -5.3 21.9 1.4 8.8
FTSE 100 12.2 6.5 -6.6 23.2 0.4 10.2
FTSE 250 12.7 8.5 0.1 15.7 5.1 3.7
FTSE Small Cap 7.7 4.6 1.2 22.7 6.9 2.2
Euro STOXX 16.9 20.2 -18.0 22.6 -0.6 6.6
Shanghai SE 30.5 89.3 -22.2 7.2 -2.7 2.6
Shenzhen 27.9 40.6 -2.9 0.1 0.6 -7.0
MSCI Emerging Markets 14.1 2.2 -14.6 20.0 24.4 -5.1
Nikkei 225 9.5 31.0 -15.2 19.7 14.3 4.1
MSCI World 11.9 4.0 -5.3 12.5 11.5 2.0
TOPIX 8.5 28.6 -16.8 0.0 12.3 -4.8
Bonds (% as of 31st March) 3m 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019
US 10-Year Treasuries 0.9 11.6 2.3 -2.5 -1.8 4.9
UK 10-Year Gilts 1.2 13.9 4.3 6.4 -0.9 5.2
German 10-Year Bunds 2.1 16.2 1.8 -0.1 -0.5 6.5
JPM Emerging Markets Bond Index 6.0 4.9 3.5 8.8 3.3 3.5
ML Global High Yield 6.9 -2.2 -1.3 13.9 6.6 3.7
ML Global Corporates 3.4 -0.1 1.5 1.6 6.2 1.2
Commodities (% as of 31st March) 3m 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019
CRB Commodities Index 9.6 -28.7 -22.1 10.3 6.0 -1.1
Crude Oil (Brent) 30.0 -48.3 -32.4 42.2 32.3 0.3
Crude Oil (WTI) 32.3 -53.1 -19.5 32.1 28.3 -7.4
Gold Spot -0.3 -5.9 1.0 2.5 6.3 -3.2
LME Copper 13.5 -9.6 -19.0 17.9 18.0 -4.1
GSCI Soft Commodities 3.9 -30.0 -3.0 5.7 -12.0 -9.8
Silver -4.4 -16.7 -11.0 19.0 -11.1 -8.6

Source: Refinitiv, 31.3.19. in local currency terms. Valuations: Source Citigroup Global Equity Strategist – Citi Research, MSCI, Worldscope, FactSet Consensus estimates as at 31.3.19. Bond Yields: Source Refinitiv, as at 31.3.19. 

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 an authorised financial adviser.

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