Fidelity Funds - European Growth Fund SR-Acc-SGDRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -3.6 | 13.2 | -9.7 | 12.8 | 9.6 | |
+/-Cat | -7.9 | -2.1 | -1.4 | 1.3 | 5.9 | |
+/-B’mrk | -6.2 | -4.4 | -5.1 | -0.3 | 4.2 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 21/11/2024 | SGD 1.83 | |
Day Change | 0.80% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU1235259576 | |
Fund Size (Mil) 31/10/2024 | EUR 6877.61 | |
Share Class Size (Mil) 31/10/2024 | SGD 16.26 | |
Max Initial Charge | - | |
Ongoing Charge 01/02/2024 | 1.69% |
Morningstar Research |
Analyst Report | 24/07/2024 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 SR-Acc-SGD |
The fund aims to achieve capital growth over time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Fred Sykes 01/09/2024 | ||
Inception Date 12/06/2015 |
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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 SR-Acc-SGD | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Allianz SE | Financial Services | 4.22 |
3i Group Ord | 4.20 | |
Industria De Diseno Textil SA Sh... | Consumer Cyclical | 4.16 |
Ferrovial SE | Industrials | 4.15 |
Unilever PLC | Consumer Defensive | 3.88 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - European Growth Fund SR-Acc-SGD |