Fidelity Funds - Sustainable Future Connectivity Fund A-AccEUR (hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -31.4 | 20.2 | -2.2 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 09/05/2024 | EUR 8.72 | |
Day Change | 0.36% | |
Morningstar Category™ | Other Equity | |
ISIN | LU2291806813 | |
Fund Size (Mil) 30/04/2024 | EUR 242.43 | |
Share Class Size (Mil) 09/05/2024 | EUR 1.20 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 02/02/2024 | 1.94% |
Investment Objective: Fidelity Funds - Sustainable Future Connectivity Fund A-AccEUR (hedged) |
The fund aims to achieve capital growth over the long term. The fund invests at least 70% of its assets, in equities of companies from anywhere in the world, including emerging markets that are linked to the theme of future connectivity (the enablers, networks, and beneficiaries of next generation communications). Investments may be made in companies involved in the roll out of cellular networks, wired networks, internet infrastructure, online content production. The fund may also invest in money market instruments on an ancillary basis. The fund invests at least 70% of its assets in securities of issuers with favourable environmental, social and governance (ESG) characteristics and up to 30% in securities of issuers with improving ESG characteristics. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Guinness 25/03/2019 | ||
Inception Date 29/01/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Sustainable Future Connectivity Fund A-AccEUR (hedged) | 31/03/2024 |
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Top 5 Holdings | Sector | % |
SAP SE | Technology | 4.20 |
Autodesk Inc | Technology | 3.72 |
Salesforce Inc | Technology | 3.53 |
Amazon.com Inc | Consumer Cyclical | 3.41 |
T-Mobile US Inc | Communication Services | 3.37 |
Increase Decrease New since last portfolio | ||
Fidelity Funds - Sustainable Future Connectivity Fund A-AccEUR (hedged) |