Fidelity Funds - European Dynamic Growth Fund Y-Acc-EURRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -3.1 | 33.1 | 10.0 | 10.7 | -18.2 |
![]() | +/-Cat | 7.3 | 10.0 | -4.6 | -6.1 | 2.9 |
![]() | +/-B’mrk | 5.4 | 8.1 | -1.8 | -9.4 | 0.8 |
Category: Europe Large-Cap Growth Equity | ||||||
Category Benchmark: MSCI Europe Growth NR EUR |
Key Stats | ||
NAV 05/07/2022 | EUR 26.05 | |
Day Change | -0.88% | |
Morningstar Category™ | Europe Large-Cap Growth Equity | |
ISIN | LU0318940003 | |
Fund Size (Mil) 31/05/2022 | EUR 3284.34 | |
Share Class Size (Mil) 05/07/2022 | EUR 375.09 | |
Max Initial Charge | - | |
Ongoing Charge 01/02/2022 | 1.04% |
Morningstar Research |
Analyst Report |
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 | |
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People | High |
Parent | Above Average |
Process | High |
Performance | |
Price |
Investment Objective: Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR |
The fund aims to achieve long-term capital growth, principally through investment in an actively managed portfolio of companies that have their head office or exercise a predominant part of their activity in Europe. The fund will typically have a bias towards medium sized companies with a market capitalisation of between 1 and 10 billion Euro. A minimum of 50% of the fund’s net assets will be invested in securities deemed to maintain sustainable characteristics, as described in the section entitled “1.3.2(a) Fidelity Sustainable Investing Framework” above. The fund will consider a wide range of environmental and social characteristics on an ongoing basis. Environmental characteristics include but are not limited to climate change mitigation and adaptation, water and waste management, biodiversity, while social characteristics include but are not limited to product safety, supply chain, health and safety and human rights. |
Returns | |||||||||||||
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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 Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | MSCI Europe Growth NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.00 |
![]() | ![]() | 4.38 |
![]() | ![]() | 4.00 |
![]() | ![]() | 3.89 |
![]() | ![]() | 3.82 |
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Fidelity Funds - European Dynamic Growth Fund Y-Acc-EUR |