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Fidelity Funds - Iberia A-EUR

Ranked 1 out of 1 in - Iberia over 12 months
All calculations are in USD unless stated

Managed by

Fabio Riccelli

Brazilian Fabio Riccelli runs the Fidelity European Dynamic Growth fund and applies a growth investment style and use of index futures, which have let him to get an annual portfolio turnover of a 40%. Fabio has been working for Fidelity since 1998 when he joined as research analyst and became portfolio manager seven years later. He studied finances at Manchester University and holds the Investment Management Certificate.

Objective

The objective of the fund is to achieve long-term capital growth through investment in a diversified portfolio of primarily Spanish and Portuguese equities (at least 70%). The fund may also use derivatives

Showing fund performance in Hong Kong View performance globally

Performance

Iberia over : 31/07/2017 - 31/07/2018
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown
Fund Name Currency Return
1 Fidelity Funds - Iberia A-EUR USD

2.4%

Fund Name Currency Risk
1 Fidelity Funds - Iberia A-EUR USD

11.5

Fund Name Currency Loss
1 Fidelity Funds - Iberia A-EUR USD

-9.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -0.6%
2017 30.4% 13.0% 11.3% 0.8% 2.9%
2016 -7.8% -2.7% -7.1% 5.4% -3.3%
2015 3.6% 5.9% -0.6% -4.5% 3.0%
2014 -15.2% 9.7% -1.0% -13.5% -9.8%
2013 38.7% -2.0% 1.5% 23.6% 12.8%
2012 22.9% 5.9% -8.1% 12.9% 11.9%
2011 -11.0% 14.3% 1.4% -23.2% 0.1%
2010 -17.5% -10.1% -22.3% 21.5% -2.8%
2009 44.8% -17.2% 36.3% 28.6% -0.2%
2008 -47.2% -6.3% -5.3% -27.7% -17.6%
2007 32.9% 12.5% 13.5% -2.8% 7.1%
2006 51.7% 20.2% -0.9% 10.3% 15.5%
2005 13.0% 0.9% 1.6% 12.4% -2.0%
2004 31.2% 3.0% 0.1% 3.1% 23.5%
2003 53.3% 1.2% 19.6% 2.3% 23.8%
2002 -2.4% 1.9% 3.1% -19.7% 15.7%
2001 -14.7% -5.9% -7.1% -9.5% 7.7%
2000 -19.9% 0.9% -8.9% -7.0% -6.3%
1999 0.3% -9.6% -2.1% -1.7% 15.2%
1998 45.9% 38.1% 5.4% -21.7% 28.0%
1997 27.6% 2.5% 19.9% 5.5% -1.6%
1996 34.4% 6.3% 5.5% -0.4% 20.3%
1995 14.4% -3.0% 13.4% 1.4% 2.6%
1994 8.4% 12.0% -3.9% 7.4% -6.2%
1993 32.9% 11.3% -3.1% 12.1% 9.9%
1992 -30.0% -1.7% 3.7% -23.7% -10.0%
1991 2.4% 6.5% -8.9% 8.1% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/10/1990
  • Share Class size76Mn
  • Base currencyUSD
  • ISIN LU0048581077

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25%

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Morgado's successor hints at increasing stock concentration

Newly-assigned manager Fabio Riccelli dismisses suggestion of full-scale overhaul but indicates concentrated approach for Fidelity funds.

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