Fidelity Funds - European Growth Fund W-Acc-GBPRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.7 | 13.9 | -9.4 | 14.0 | 12.9 | |
+/-Cat | -7.1 | -1.4 | -1.1 | 2.4 | 9.9 | |
+/-B’mrk | -5.3 | -3.7 | -4.8 | 0.8 | 7.8 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 13/12/2024 | GBP 1.84 | |
Day Change | 0.33% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
IA (formerly IMA) Sector | Europe Including UK | |
ISIN | LU1235296263 | |
Fund Size (Mil) 30/11/2024 | EUR 7186.48 | |
Share Class Size (Mil) 13/12/2024 | GBP 32.32 | |
Max Initial Charge | - | |
Ongoing Charge 30/07/2024 | 1.04% |
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 W-Acc-GBP |
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 24/06/2015 |
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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 W-Acc-GBP | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Allianz SE | Financial Services | 4.25 |
Industria De Diseno Textil SA Sh... | Consumer Cyclical | 4.20 |
Ferrovial SE | Industrials | 4.07 |
3i Group Ord | 4.03 | |
Unilever PLC | Consumer Defensive | 3.84 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - European Growth Fund W-Acc-GBP |