020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

FIDELITY FUNDS EUROPEAN GROWTH A EUR - Fund overview

No Bestinvest rating


Overview of FIDELITY FUNDS EUROPEAN GROWTH A EUR

Large fund formerly managed by the well respected Anthony Bolton.

Standard Initial Charge

5.25% 1.25%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  October, 1990
Size  £5,656m
Yield 0.6%
Charging basis  –
Dividends paid  –
Bid price 729.76p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 1.25%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.93%
Reduction in yield (10yr) 2.05%

Bestinvest says


No information available.

Portfolio

fidelity funds european growth a eur asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
fidelity funds european growth a eur equity geographic illustration
Allocation Proportion
UK 40%
Europe 60%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
fidelity funds european growth a eur equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


This funds aims to achieve long term capital growth from a portfolio of Continental European and UK equities.
The manager adopts a contrarian approach with the emphasis on smaller and medium-sized companies but one third of the portfolio is held in market leaders to improve liquidity and to reduce volatility. The stock-driven nature of management implies that the asset and sector allocation is largely incidental and stock holding size also ignores index weights.
Most stocks held are normally trading on below average ratings, and are often companies where the manager believes that the market has undervalued their growth potential. This might include companies which are undergoing restructuring, or companies which are unfashionable. The manager will also look to exploit industry anomalies, whereby companies in one country are cheaply valued compared to similar companies in other countries.
The fund manager tends to adopt long term themes; notable long standing favourites include banks (mainly in France) leisure and tourism, media and telecommunications.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1