Fidelity Funds - European Growth Fund Y-DIST-EURRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.9 | 13.8 | -9.2 | 13.6 | 6.3 | |
+/-Cat | -7.2 | -1.5 | -0.9 | 2.1 | 0.6 | |
+/-B’mrk | -5.4 | -3.8 | -4.6 | 0.4 | -0.6 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 15/07/2024 | EUR 17.18 | |
Day Change | -0.87% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0936577302 | |
Fund Size (Mil) 30/06/2024 | EUR 6749.47 | |
Share Class Size (Mil) 15/07/2024 | EUR 63.93 | |
Max Initial Charge | - | |
Ongoing Charge 02/02/2024 | 1.04% |
Morningstar Research |
Analyst Report | 11/07/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
Fidelity European Growth benefits from an experienced manager with access to deep internal resources. The strategy’s process is less impressive, though; as a result, the fund’s cheaper share classes earn a Morningstar Analyst Rating of Bronze,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Fidelity Funds - European Growth Fund Y-DIST-EUR |
The fund aims to achieve capital growth over time. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Matt Siddle 01/07/2019 | ||
Helen Powell 01/07/2019 | ||
Inception Date 25/09/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - European Growth Fund Y-DIST-EUR | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Unilever PLC | Consumer Defensive | 5.05 |
SAP SE | Technology | 4.91 |
RELX PLC | Industrials | 4.71 |
Roche Holding AG | Healthcare | 4.36 |
Industria De Diseno Textil SA Sh... | Consumer Cyclical | 4.14 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - European Growth Fund Y-DIST-EUR |