Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR
Fund10.010.7-13.513.45.3
+/-Cat-4.6-6.12.50.0-1.8
+/-B’mrk-1.8-9.4-0.50.0-3.5
 
Key Stats
NAV
12/04/2024
 EUR 32.17
Day Change -0.43%
Morningstar Category™ Europe Large-Cap Growth Equity
ISIN LU0318940003
Fund Size (Mil)
31/03/2024
 EUR 2985.55
Share Class Size (Mil)
12/04/2024
 EUR 377.57
Max Initial Charge -
Ongoing Charge
02/02/2024
  1.04%
Morningstar Research
Analyst Report22/06/2023
Francesco Paganelli, Senior Analyst
Morningstar, Inc

Fidelity European Dynamic Growth represents a strong, distinctive option in the Europe large-cap growth equity Morningstar Category. The managers’ stock-picking skills and consistent and patient approach earn it a Morningstar Analyst Rating of...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People25
Parent24
Process25
Performance
Price
Investment Objective: Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR
The fund aims to achieve capital growth over the long term.
Returns
Trailing Returns (GBP)12/04/2024
YTD1.75
3 Years Annualised2.57
5 Years Annualised6.64
10 Years Annualised10.07
12 Month Yield 0.00
Management
Manager Name
Start Date
Fabio Riccelli
02/01/2020
Karoline Rosenberg
02/01/2020
Inception Date
22/10/2007
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI Europe NR EURMSCI Europe Growth NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR29/02/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.430.0099.43
Bond0.040.000.04
Property0.000.000.00
Cash0.770.240.53
Other0.000.000.00
Top 5 Regions%
Eurozone44.16
United Kingdom29.07
Europe - ex Euro22.49
United States4.28
Canada0.00
Top 5 Sectors%
Healthcare28.38
Industrials21.40
Technology17.92
Consumer Cyclical9.78
Consumer Defensive7.27
Top 5 HoldingsSector%
RELX PLCIndustrialsIndustrials5.99
Experian PLCIndustrialsIndustrials5.87
SAP SETechnologyTechnology5.84
Novo Nordisk A/S Class BHealthcareHealthcare4.87
Merck KGaAHealthcareHealthcare4.59
Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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