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FIDELITY FUNDS GLOBAL INDUSTRIALS A GBP - Fund overview

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Overview of FIDELITY FUNDS GLOBAL INDUSTRIALS A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY FUNDS GLOBAL INDUSTRIALS A GBP does not fall into either of these categories at present.

Standard Initial Charge

3.50% 0.50%

Fund summary

Sector  Global
Product type  OFFSHORE FUND
Launched  September, 2000
Size  £169m
Yield 0.0%
Charging basis  –
Dividends paid  Aug
Bid price 54.10p

Fund Charges

Standard Initial charge 3.50%
Initial charge via Bestinvest 0.50%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.97%
Reduction in yield (10yr) 2.02%

Bestinvest says


No information available.

Portfolio

fidelity funds global industrials a gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
fidelity funds global industrials a gbp equity geographic illustration
Allocation Proportion
UK 11%
Europe 24%
Nth America 39%
Japan 19%
Pacific 5%
Other Equity 2%
fidelity funds global industrials a gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


Fidelity Funds Global Industrials Fund aims to provide investors with long-term capital growth by investing in the equity securities of companies throughout the world, which are involved in the research, development, manufacturing, distribution, supply, or sale of materials, equipment, products or services related to the energy sector, the natural resources sector and the cyclical industrial sector

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.

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