Fidelity Funds - Sustainable Eurozone Equity Fund Y-Acc-EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 14.2 | 12.1 | -9.9 | 16.5 | 2.6 |
![]() | +/-Cat | 10.4 | -2.3 | -1.1 | 2.3 | -2.2 |
![]() | +/-B’mrk | 9.4 | -3.1 | -2.8 | 0.5 | -3.3 |
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Category: Eurozone Large-Cap Equity | ||||||
Category Benchmark: Morningstar DM Ezn TME NR EUR | ||||||
Effective 30/10/2019, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 14/08/2024 | EUR 20.98 | |
Day Change | 1.05% | |
Morningstar Category™ | Eurozone Large-Cap Equity | |
ISIN | LU0318939419 | |
Fund Size (Mil) 31/07/2024 | EUR 507.07 | |
Share Class Size (Mil) 13/08/2024 | EUR 31.70 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 1.07% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
Fidelity Sustainable Eurozone equity still needs to prove its worth. An Average rating for both the People and Process pillars lead to a Morningstar Analyst Rating of Neutral across all its share classes. This fund’s strategy and leadership were... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Fidelity Funds - Sustainable Eurozone Equity Fund Y-Acc-EUR |
The fund aims to achieve capital growth over the long term by investing in sustainable investments. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Vincent Durel 30/10/2019 | ||
Inception Date 22/10/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EMU NR EUR | Morningstar DM Ezn TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Eurozone Equity Fund Y-Acc-EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.77 |
![]() | ![]() | 6.38 |
![]() | ![]() | 5.63 |
![]() | ![]() | 5.00 |
![]() | ![]() | 4.75 |
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Fidelity Funds - Sustainable Eurozone Equity Fund Y-Acc-EUR |