Fidelity Inst Select Global Equities Acc

Ranked 310 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Cesar Hernandez

Objective

The Funds investment objective is to achieve long term capital appreciation. The Fund will invest primarily in the shares of companies in markets throughout the world. In order to manage risk the Investment Manager aims to hold a portfolio whose constituents are normally within a range of a reference benchmark such as MSCI World (Net) Index. However, the Investment Manager is not restricted by this in its selection of investments and will choose stocks based on the availability of attractive investment opportunities.

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 9.3%
2018 -6.4% -6.2% 9.3% 5.8% -13.7%
2017 11.3% 5.2% 0.1% 1.0% 4.7%
2016 23.3% 0.4% 6.4% 8.1% 6.8%
2015 5.4% 8.4% -4.5% -6.7% 9.0%
2014 11.6% -0.1% 2.4% 3.6% 5.2%
2013 25.4% 14.7% 1.1% 2.2% 5.7%
2012 11.8% 8.7% -3.3% 4.9% 1.4%
2011 -7.3% 1.2% -0.2% -14.3% 7.0%
2010 16.0% 9.0% -10.6% 6.3% 11.9%
2009 15.5% -10.6% 4.8% 19.5% 3.2%
2008 -20.3% -10.2% 0.1% -9.1% -2.4%
2007 12.7% 3.5% 4.1% 2.3% 2.3%
2006 5.8% 6.1% -6.9% 2.8% 4.2%
2005 26.1% 2.3% 6.3% 8.8% 6.5%
2004 5.8% 0.0% 1.8% 0.0% 3.9%
2003 9.9% 4.0% 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 2.67%
Amazon.com Inc ORD 1.67%
Chevron Corp ORD 1.58%
Apple Inc ORD 1.44%
SEK Cash 1.27%
Bank of America Corp ORD 1.12%
AUD Cash 1.12%
AT&T Inc ORD 0.98%
Alphabet Inc ORD 0.97%
Citigroup Inc ORD 0.93%
28/02/2019

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Ireland
  5. Netherlands
  6. Norway
  7. South Africa
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date28/02/2002
  • Share Class size210Mn
  • Base currencyGBP
  • ISIN GB0031406241

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).