Fidelity Funds - India Focus Fund A-GBPRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.1 | 2.7 | 11.3 | 26.2 | -3.6 |
![]() | +/-Cat | 7.1 | 1.6 | 1.4 | -1.1 | -3.3 |
![]() | +/-B’mrk | 1.4 | -0.7 | -0.7 | -1.2 | -6.7 |
Category: India Equity | ||||||
Category Benchmark: MSCI India NR USD |
Key Stats | ||
NAV 15/08/2022 | GBP 9.59 | |
Day Change | 0.51% | |
Morningstar Category™ | India Equity | |
IA (formerly IMA) Sector | India/Indian Subcontinent | |
ISIN | LU0197230971 | |
Fund Size (Mil) 31/07/2022 | USD 1927.01 | |
Share Class Size (Mil) 15/08/2022 | GBP 49.19 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 08/02/2022 | 1.93% |
Morningstar Research |
Analyst Report |
Fidelity India Focus’ lead manager Amit Goel is a solid investor and we reiterate our positive opinion on the investment team. While the strategy follows a sensible investment approach, we need more time to see the investment process stabilise... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Average |
Performance | |
Price |
Investment Objective: Fidelity Funds - India Focus Fund A-GBP |
The fund aims to provide long-term growth, principally through investment in equity securities of Indian companies listed in India, as well as securities in non -Indian companies which have a significant portion of their activities in India. India is considered to be an emerging market. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Amit Goel 31/03/2016 | ||
Inception Date 23/08/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India 8% Capped NR | MSCI India NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - India Focus Fund A-GBP | 30/04/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.13 |
![]() | ![]() | 6.33 |
![]() | ![]() | 6.12 |
![]() | ![]() | 5.64 |
![]() | ![]() | 5.20 |
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Fidelity Funds - India Focus Fund A-GBP |