Fidelity Global Focus A Acc

Ranked 285 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Amit Lodha

Amit Lodha graduated from the University of Mumbai with a master’s degree in commerce and economics. He joined Fidelity in 2003 as an equity analyst covering a number of sectors in the Indian market and in 2007 had responsibility for pan European natural resources stocks and commodities. In 2008 he was promoted to portfolio manager of the Global Real Asset Securities Fund. Prior to joining Fidelity, he worked as an equity analyst for Citigroup Smith Barney in India. Amit is a qualified Chartered Accountant and a CFA Charterholder.

Objective

The Fund aims to provide long term capital growth through investment in global equities. The Fund will predominantly invest in equities (and equity related securities) of medium sized companies, and aims to hold a concentrated portfolio within a range of 40-60 securities. The Investment Managers research and investment strategy will focus on company selection. The Investment Manager is not restricted in terms of region or industry sector. The Fund can also invest in other transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.7%
2018 -5.0% -3.1% 10.8% 0.5% -11.9%
2017 6.8% 1.3% 5.8%
2016 24.7% 0.2% 6.9% 10.3% 5.7%
2015 7.6% 9.5% -3.5% -6.4% 8.8%
2014 9.2% -0.6% 2.2% 3.3% 4.1%
2013 20.8% 15.0% -0.7% 1.2% 4.5%
2012 13.0% 10.3% -3.4% 4.6% 1.4%
2011 -10.4% -1.2% -0.8% -13.3% 5.4%
2010 24.7% 11.7% -9.8% 9.1% 13.4%
2009 27.4% -4.8% 7.1% 19.7% 4.4%
2008 -26.9% -10.6% 2.1% -14.3% -6.5%
2007 19.4% 4.0% 5.5% 4.1% 4.6%
2006 2.1% 6.6% -8.5% 2.3% 2.3%
2005 27.9% 1.0% 7.0% 10.8% 6.7%
2004 2.0% 0.7% -1.2% -1.7% 4.3%
2003 15.6% -1.9% 7.8% 4.6% 4.5%
2002 -32.6% 1.7% -17.5% -20.8% 1.5%
2001 -18.6% -11.1% 5.1% -23.3% 13.6%
2000 -10.6% 2.8% -4.4% 1.4% -10.3%
1999 48.4% 19.2% 2.9% -4.0% 26.0%
1998 42.2% 11.7% 3.8% -11.0% 38.0%
1997 21.8% 7.4% 10.0% 9.6% -5.9%
1996 8.8% 5.5% 2.6% 2.2% -1.7%
1995 3.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Fidelity Institutional Cash USD Accu 3.89%
American Water Works Company Inc ORD 3.44%
SBA Communications Corp ORD 3.11%
Sonova Holding AG ORD 3.10%
Beazley PLC ORD 2.66%
ICICI Lombard General Insurance Company Ltd ORD 2.55%
Huntington Bancshares Inc ORD 2.39%
Leidos Holdings Inc ORD 2.35%
Novozymes A/S ORD 2.29%
Voya Financial Inc ORD 2.28%
28/02/2019

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date11/10/1982
  • Share Class size144Mn
  • Base currencyGBP
  • ISIN GB0003860789

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment3.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).