Fidelity Inst Global Focus

Ranked 226 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 achieve long-term growth from a portfolio primarily invested in stocks across the world's stock markets. The manager is free to select any company regardless of size, industry or location and will concentrate its investments in a more limited number of companies and therefore the resulting portfolio will be less diversified. The Fund will typically hold between 100 and 150 stocks.

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 9.2%
2018 -3.3% -5.0% 10.2% 3.6% -10.9%
2017 16.9% 7.0% 0.5% 2.0% 6.6%
2016 26.0% 0.4% 7.1% 10.6% 5.9%
2015 8.4% 9.8% -3.3% -6.3% 8.9%
2014 10.3% -0.4% 2.5% 3.6% 4.3%
2013 21.6% 15.2% -0.6% 1.4% 4.7%
2012 13.7% 10.4% -3.3% 4.9% 1.5%
2011 -9.6% -1.2% -0.6% -12.8% 5.6%
2010 25.7% 11.8% -9.4% 9.3% 13.6%
2009 27.7% -5.0% 7.3% 19.8% 4.5%
2008 -25.5% -10.3% 1.8% -13.9% -5.2%
2007 19.7% 4.1% 5.8% 3.8% 4.8%
2006 2.3% 6.6% -8.7% 2.6% 2.5%
2005 28.2% 1.2% 6.9% 11.0% 6.8%
2004 -0.7% -1.7% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Microsoft Corp ORD 2.43%
Merck & Co Inc ORD 2.25%
Alphabet Inc ORD 2.08%
Roche Holding AG Par 1.85%
Royal Dutch Shell PLC ORD 1.72%
Coca-Cola Co ORD 1.62%
Visa Inc ORD 1.62%
Oracle Corp ORD 1.61%
JPMorgan Chase & Co ORD 1.61%
Wells Fargo & Co ORD 1.53%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/01/2004
  • Share Class size89Mn
  • Base currencyGBP
  • ISIN GB0034204569

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment5.25%

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