Fidelity Funds - Sustainable Consumer Brands Fund Y-DIST-EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 28.3 | 10.3 | -18.7 | 18.5 | 6.7 |
![]() | +/-Cat | 13.5 | 1.5 | -4.0 | 10.1 | 4.6 |
![]() | +/-B’mrk | 10.1 | -6.5 | -8.3 | 7.2 | 1.5 |
Category: Sector Equity Consumer Goods & Services | ||||||
Category Benchmark: Cat 50%MSCI Wld/CD NR&50%MS... |
Key Stats | ||
NAV 14/08/2024 | EUR 30.41 | |
Day Change | 0.94% | |
Morningstar Category™ | Sector Equity Consumer Goods & Services | |
ISIN | LU0936578375 | |
Fund Size (Mil) 31/07/2024 | EUR 1043.97 | |
Share Class Size (Mil) 14/08/2024 | EUR 22.43 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 1.06% |
Investment Objective: Fidelity Funds - Sustainable Consumer Brands Fund Y-DIST-EUR |
The fund aims to achieve capital growth over the long term. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Aneta Wynimko 02/02/2015 | ||
Inception Date 25/09/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Consumer Brands Fund Y-DIST-EUR | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.53 |
![]() | ![]() | 6.29 |
![]() | ![]() | 6.01 |
![]() | ![]() | 5.62 |
![]() | ![]() | 3.94 |
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Fidelity Funds - Sustainable Consumer Brands Fund Y-DIST-EUR |