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SIP FIDELITY TECHNOLOGY S7 PF - Fund overview

No Bestinvest rating

Overview of SIP FIDELITY TECHNOLOGY S7 PF

Fidelity's investment style aims to maximise its large global analytical base. With this technology portfolio the fund stock bets are however, the decision of the manager who will use the 50+ global tech analysts for ideas and specialist research. An option for specialist sector exposure of mid-large cap global companies.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	December, 1999
Size	£0m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	64.80p

Fund Charges

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

Bestinvest says

No information available.

Portfolio

sip fidelity technology s7 pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

sip fidelity technology s7 pf equity geographic illustration

Allocation		Proportion

	UK	2%
	Europe	10%
	Nth America	71%
	Japan	13%
	Pacific	4%
	Other Equity	0%

sip fidelity technology s7 pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for SIP FIDELITY TECHNOLOGY S7 PF

Investment process

The fund aims to provide capital growth, through investment in the equity securities of companies throughout the world that have, or will develop, products, processes or services that will provide or will benefit significantly from technological advances and improvements.
Biased towards the large / mid caps (companies with mkt cap of $1-$5bn). The portfolio holds 30-45 stocks.

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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