Fidelity Funds - Global Financial Services Fund W-Acc-GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.2 | 24.6 | -4.0 | 11.9 | 14.7 |
![]() | +/-Cat | 7.3 | 1.1 | -1.3 | -1.4 | 0.7 |
![]() | +/-B’mrk | - | 2.3 | -5.4 | 2.3 | -0.2 |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 30/08/2024 | GBP 2.99 | |
Day Change | 0.50% | |
Morningstar Category™ | Sector Equity Financial Services | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | LU1033663136 | |
Fund Size (Mil) 31/07/2024 | EUR 1127.05 | |
Share Class Size (Mil) 30/08/2024 | GBP 54.94 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 1.05% |
Morningstar Research |
Analyst Report | 30/07/2024 Harsh Jain, Analyst Morningstar, Inc |
Sotiris Boutsis is a methodical manager who has brought consistency of approach and sound implementation over his tenure on Fidelity Global Financial Services. He also uses Fidelity’s global team of financials analysts to good effect. The clean W... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Funds - Global Financial Services Fund W-Acc-GBP |
The fund aims to achieve capital growth over the long term. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mac Elatab 01/08/2023 | ||
Inception Date 11/03/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI/Financials NR EUR | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Global Financial Services Fund W-Acc-GBP | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.04 |
![]() | ![]() | 7.31 |
![]() | ![]() | 5.37 |
![]() | ![]() | 3.76 |
![]() | ![]() | 3.01 |
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Fidelity Funds - Global Financial Services Fund W-Acc-GBP |