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Fidelity Funds - Global Focus A-EUR

Ranked 106 out of 272 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Amit Lodha

Amit Lodha graduated from the University of Mumbai with a master’s degree in commerce and economics. He joined Fidelity in 2003 as an equity analyst covering a number of sectors in the Indian market and in 2007 had responsibility for pan European natural resources stocks and commodities. In 2008 he was promoted to portfolio manager of the Global Real Asset Securities Fund. Prior to joining Fidelity, he worked as an equity analyst for Citigroup Smith Barney in India. Amit is a qualified Chartered Accountant and a CFA Charterholder.

Objective

The fund aims to achieve long-term capital growth from a portfolio primarily invested in stocks across the world's stock markets. The manager is free to select any company regardless of size, industry or location and will concentrate its investments in a more limited number of companies and therefore the resulting portfolio will be less diversified.

Showing fund performance in Finland View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% -2.5% 1.4%
2016 6.7% -6.7% 3.6% 4.5% 5.8%
2015 13.2% 17.1% -2.0% -9.2% 8.5%
2014 16.8% 0.3% 4.9% 6.1% 4.6%
2013 17.6% 10.6% -1.7% 3.3% 4.8%
2012 15.4% 10.6% -0.3% 5.5% -0.9%
2011 -8.1% -3.7% -2.5% -9.6% 8.3%
2010 27.6% 10.9% -1.8% 4.0% 12.7%
2009 34.9% -2.7% 15.1% 12.0% 7.5%
2008 -44.1% -17.6% 2.2% -13.6% -23.1%
2007 8.0% 2.3% 7.2% -0.7% -0.8%
2006 3.9% 4.7% -7.8% 4.1% 3.3%
2005 30.2% 2.7% 9.3% 9.8% 5.7%
2004 2.6% 6.3% -1.9% -4.0% 2.6%
2003 11.0% 5.0% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Guernsey
  10. Hong Kong
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Luxembourg
  18. Macau
  19. Malta
  20. Netherlands
  21. Norway
  22. Oman
  23. Peru
  24. Portugal
  25. Qatar
  26. Slovakia
  27. South Africa
  28. Spain
  29. Sweden
  30. Switzerland
  31. Taiwan
  32. United Kingdom

Fund Info

  • Launch date14/01/2003
  • Share Class size95Mn
  • Base currencyEUR
  • ISIN LU0157922724

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Fidelity to merge away real assets fund

Investment firm announces plan to roll real asset strategy into existing global equity approach, Citywire Selector has learned.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).