Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity Funds - European Smaller Cos A-EUR-DIS

Ranked 34 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Colin Stone

Before entering the world of investment management, Colin Stone took a masters in engineering from Cambridge. He went on to complete an MEng Engineering at Herriot-Wyatt University in 1984 and then worked as a petroleum engineer for Britoil. Stone joined Fidelity as a research analyst in 1987 and became a portfolio manager three years later. He looks for companies that are under-researched or not adequately understood, and consequently undervalued. Companies at the forefront of niche markets are also ones that he prefers. This investment approach is applied to his Fidelity European Smaller Companies fund. He is also responsible for the Fidelity European Opportunities unit trust and several institutional funds.

Objective

The fund aims to provide long-term capital growth with the level of income expected to be low. At least 70% invested in shares of small and medium sized European companies.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -12.1% -2.6% 8.2% -0.9% -15.9%
2017 22.8% 5.3% 7.4% 5.4% 3.0%
2016 18.0% 1.6% -0.2% 14.0% 2.2%
2015 19.6% 8.3% 1.5% 1.2% 7.5%
2014 -5.4% 2.6% -3.2% -5.0% 0.3%
2013 31.8% 12.5% 0.3% 8.2% 8.0%
2012 21.6% 18.7% -8.1% 5.4% 5.8%
2011 -20.7% 3.4% 1.9% -23.2% -2.0%
2010 27.3% 8.2% -11.1% 19.9% 10.5%
2009 49.4% -4.9% 21.3% 25.2% 3.4%
2008 -41.5% -8.3% -0.6% -23.1% -16.5%
2007 11.9% 8.3% 8.2% -3.2% -1.4%
2006 22.8% 20.4% -6.5% -1.9% 11.1%
2005 29.4% 9.4% 2.5% 11.8% 3.3%
2004 28.1% 5.7% 3.6% -1.3% 18.6%
2003 38.1% -7.8% 23.3% 12.3% 8.1%
2002 -30.0% 4.5% -11.2% -29.9% 7.7%
2001 -31.2% -17.2% -4.4% -26.8% 18.6%
2000 10.4% 37.1% -7.9% 4.8% -16.6%
1999 63.1% 0.3% 5.8% 0.4% 53.2%
1998 9.4% 22.2% 7.8% -24.4% 9.8%
1997 21.3% 14.4% 0.5% 9.7% -3.8%
1996 26.9% 14.8% 8.4% -1.4% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Takeaway.com NV ORD 1.73%
4imprint Group PLC ORD 1.57%
Basic Fit NV ORD 1.48%
Banca Generali SpA ORD 1.43%
Huhtamaki Oyj ORD 1.39%
Scout24 AG ORD 1.38%
GVC Holdings PLC ORD 1.36%
IG Group Holdings PLC ORD 1.35%
Just Eat PLC ORD 1.30%
8x8 Inc ORD 1.29%
31/12/2018

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Guernsey
  10. Hong Kong
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Macau
  18. Malta
  19. Netherlands
  20. Norway
  21. Oman
  22. Portugal
  23. Qatar
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. Taiwan
  30. United Kingdom

Fund Info

  • Launch date01/12/1995
  • Share Class size516Mn
  • Base currencyUSD
  • ISIN LU0061175625

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

Colin Stone to step back from Fidelity European Opportunities

Citywire AA-rated Alberto Chiandetti will replace veteran manager Colin Stone on the £432 million Fidelity European Opportunities in October.

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