Fidelity Funds - Sustainable Europe Equity Fund A-DIST-EURRegister to Unlock Ratings |
| Performance History | 30/06/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | - | -17.9 | |||
| +/-Cat | - | -3.9 | |||
| +/-B’mrk | - | -6.3 | |||
 Morningstar Restructure Date:
28/10/2021 | ||||||
| Category: Europe Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI Europe NR EUR | ||||||
| Effective 28/10/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. | ||||||
| Key Stats | ||
| NAV 04/07/2022 | EUR 22.10 | |
| Day Change | -0.29% | |
| Morningstar Category™ | Europe Large-Cap Blend Equity | |
| ISIN | LU0088814487 | |
| Fund Size (Mil) 31/05/2022 | EUR 267.55 | |
| Share Class Size (Mil) 04/07/2022 | EUR 73.45 | |
| Max Initial Charge | 5.25% | |
| Ongoing Charge 03/02/2022 | 1.93% | |
| Morningstar Research |
| Analyst Report |
Continuous turnover in the investment team and changes in the process throughout the past three years create uncertainty around execution for this research-driven portfolio. These concerns are reflected in the Average ratings earned by the fund... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | Above Average |
| Process | Average |
| Performance | |
| Price | |
| Investment Objective: Fidelity Funds - Sustainable Europe Equity Fund A-DIST-EUR |
| The fund aims to achieve long-term growth, primarily through investments in European equity securities. The fund is part of the Fidelity Sustainable Family of Funds and adopts a Sustainable Focused strategy under which a minimum of 70% 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 (b) Fidelity Sustainable Family of Funds”. |
| Returns | ||||||||||||||||
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| Management | ||
Manager Name Start Date | ||
Terry Raven 01/08/2019 | ||
Alexander Grant 28/10/2021 | ||
Inception Date 30/09/1998 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI Europe NR EUR | MSCI Europe NR EUR |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Fidelity Funds - Sustainable Europe Equity Fund A-DIST-EUR | 31/05/2022 |
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| Top 5 Holdings | Sector | % |
 Nestle SA |  Consumer Defensive | 6.23 |
| AstraZeneca PLC |  Healthcare | 5.94 |
| Roche Holding AG | Healthcare | 5.44 |
| LVMH Moet Hennessy Louis Vuitton SE |  Consumer Cyclical | 4.36 |
| ASML Holding NV |  Technology | 4.00 |
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 Increase Decrease  New since last portfolio | ||
| Fidelity Funds - Sustainable Europe Equity Fund A-DIST-EUR | ||
