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Fidelity Funds India Focus Y GBP

Bestinvest LogoSingle country India fund with a bias to medium sized companies.

PRICE (INC)

362.4p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.8%

ONGOING CHARGE

1.1%

YIELD

0%

1 YEAR
6.26%

Prices as at 11 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

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.

Fund summary

SectorIndia/Indian Subcontinent
StructureOFFSHORE FUND
LaunchedOctober 2009
Size£1,462m
Yield0%
Charging Basis
Dividends paidAugust

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.8%
Ongoing Charges Figure1.1%

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.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning