Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Fidelity Funds - Fidelity Target™ 2025 (Euro) Fund A-Acc-EUR

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighHigh5 star
10-YearHighAbove Average4 star
OverallHighAbove Average5 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Fidelity Target™ 2025 (Euro) Fund A-Acc-EUR
Volatility Measurements30/11/2019
3-Yr Std Dev6.83 %
3-Yr Mean Return5.95 %
3-Yr Sharpe Ratio0.77
Modern Portfolio Statistics-30/11/2019
 Standard IndexBest Fit Index
   Cat 25%Barclays EurAgg TR&75%FTSE Wld TR
3-Yr Beta-0.78
3-Yr Alpha--1.44
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites