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FNW FIDELITY INDIA FOCUS LF - Fund overview

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Overview of FNW FIDELITY INDIA FOCUS LF

Fidelity Focus India is a single country specialist fund that distinguishes itself from the peer group due to its bias to mid cap investing. Fidelity are interested in identifying the winners of tomorrow, through a locally based team that undertake numerous company visits. This portfolio should appeal to those investors who are prepared to invest within and stay invested within India.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  November, 2006
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 117.30p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

fnw fidelity india focus lf asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 3%
fnw fidelity india focus lf equity geographic illustration
Allocation Proportion
UK 1%
Europe
Nth America 1%
Japan
Pacific 0%
Other Equity 98%
fnw fidelity india focus lf equity capitalisation illustration
Allocation Proportion
Large Caps 55%
Mid Caps 35%
Small Caps 10%

Investment process


This fund invests primarily in Indian equities, although it can invest within foreign companies as long as they derive the majority of their earnings from India. Fidelity are known for their bottom up approach to investing and this fund is no exception. In depth analysis of companies underlies stock selection and Fidelity make use of their locally based team. Valuations are a consideration although the manager is also very focused on the potential growth opportunities created by Indian economic growth.
The index is of little relevance to this fund, therefore all stocks within the portfolio should be considered to be high conviction ideas. The fund is typically biased towards small and mid sized companies.

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