Fidelity Funds - Sustainable Emerging Markets Equity Fund Y-Acc-USDRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 20.5 | 6.0 | -14.4 | -1.3 | -0.6 |
![]() | +/-Cat | 6.4 | 7.5 | -2.3 | -5.4 | -4.4 |
![]() | +/-B’mrk | 6.6 | 6.9 | -6.5 | -5.3 | -4.2 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 25/06/2024 | USD 16.02 | |
Day Change | -0.50% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | LU1102506141 | |
Fund Size (Mil) 31/05/2024 | USD 1467.53 | |
Share Class Size (Mil) 25/06/2024 | USD 151.43 | |
Max Initial Charge | - | |
Ongoing Charge 02/02/2024 | 1.08% |
Morningstar Research |
Analyst Report | 01/03/2024 Nikolai Bull, Analyst Morningstar, Inc |
After an upheaval at the helm in 2021, a period of consolidation is needed to regain previous conviction in Fidelity Global Emerging Markets.Portfolio manager Amit Goel took the lead on this strategy in May 2021 following the disappointing... | |
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 Emerging Markets Equity Fund Y-Acc-USD |
The fund aims to achieve capital growth over time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Amit Goel 28/05/2021 | ||
Inception Date 29/09/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Emerging Markets Equity Fund Y-Acc-USD | 30/04/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.74 |
![]() | ![]() | 5.63 |
![]() | ![]() | 5.28 |
![]() | ![]() | 4.48 |
![]() | ![]() | 3.97 |
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Fidelity Funds - Sustainable Emerging Markets Equity Fund Y-Acc-USD |