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See Fidelity European Opportunities fund as a pension fund
See underlying Fidelity European Opportunities fund

FNW Fidelity European Opportunities

Underlying Fund

Fidelity European Opportunities

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to provide long-term capital growth. It invests primarily in the shares of continental European companies and has the freedom to invest outside the fund’s principal geographies, market sectors, industries or asset classes. It can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund’s risk profile.

Fund Manager ( Underlying )

Colin Stone

Domicile

United Kingdom

Sector

Europe Excluding UK

Currency

GBX

Primary Asset Class

Equity

Fund Size

GBX 0.71m as at 31-Jan-2013

Downloads ( Underlying )

Unit Name

FNW Fidelity European Opportunities 4

Inc/Acc

Accumulating 

Citicode

RU33

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3KN4R47 

Annual Charge

2.35%

Mid

GBX 141.00

Change (Mid)

0.20 (0.14%)
17-May-2013

Unit LaunchDate

22-Nov-2005

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 11.25 4.26 18.83 31.69 18.43 5.32
Sector 14.84 5.51 22.69 35.88 29.50 14.63
Benchmark 14.84 5.51 22.69 35.88 29.50 14.63
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 20.49 -21.22 8.44 24.63 -26.32
Sector 17.94 -14.95 9.75 18.91 -23.45
Benchmark 17.94 -14.95 9.75 18.91 -23.45

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
German Equities 28.90
French Equities 21.60
Swiss Equities 14.10
Danish Equities 4.20
Russian Equities 4.00
Canadian Equities 3.40
International Equities 3.30
Norwegian Equities 3.10
UK Equities 3.00
Swedish Equities 2.30
Money Market 2.20
Irish Equities 2.10
Spanish Equities 2.00
Hong Kong Equities 1.80
Dutch Equities 1.50
Italian Equities 1.40
Belgian Equities 1.10

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Germany 28.90
France 21.60
Switzerland 14.10
Denmark 4.20
Russia 4.00
Canada 3.40
Others 3.30
Norway 3.10
UK 3.00
Sweden 2.30
Money Market 2.20
Ireland 2.10
Spain 2.00
Hong Kong 1.80
Netherlands 1.50
Italy 1.40
Belgium 1.10

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 17.90
Basic Materials 15.50
Health Care 13.30
Consumer Goods 13.00
Technology 9.90
Consumer Services 9.50
Financials 9.00
Oil & Gas 8.90
Money Market 2.20
Others 0.80

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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