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Fidelity Funds - World A-EUR

Ranked 16 out of 50 in - Global over 12 months
All calculations are in CLP unless stated

Managed by

Jeremy Podger

As a Philosophy graduate from Cambridge, Jeremy Podger espouses much on his investment style. He joined Fidelity in February 2012 and runs the Fidelity Global Special Situations Fund having spent nine years at Threadneedle where he was head of global equities. He also spent seven years at Investec managing global equity funds and was head of Continental European institutional equities. He has enjoyed stints at Saudi International Bank, Mirage and Guinness Flight. Jeremy also holds an MBA from London Business School.

Objective

The fund aims to provide long-term capital growth with the level of income expected to be low. At least 70% are invested in equity securities of companies around the world.The investment manager is not restricted in its choice of companies either by region, industry or size. The selection of equity securities will primarily be based on the availability of attractive investment opportunities. The fund has the freedom to invest outside the principal geographies, market sectors, industries or asset classes.

Showing fund performance in Chile View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 14.4% 5.8% 4.3% 2.0% 1.6%
2016 -0.9% -8.6% -3.1% 6.8% 4.9%
2015 20.4% 6.6% 5.6% -2.6% 9.8%
2014 24.0% 7.2% 4.6% 5.7% 4.5%
2013 42.0% 5.2% 9.1% 9.6% 12.9%
2012 10.1% 6.6% -3.9% 2.0% 5.4%
2011 -2.9% 8.1% -1.5% -13.0% 4.8%
2010 0.0% 4.3% -10.3% 1.9% 4.9%
2009 6.3% -20.1% 12.3% 23.8% -4.4%
2008 -32.0% -21.2% 21.6% -20.7% -10.6%
2007 8.6% 5.2% 6.2% -0.6% -2.2%
2006 26.1% 12.4% 1.1% 2.2% 8.6%
2005 1.7% 3.5% 0.0% -1.4% -0.4%
2004 11.6% 6.1% 3.7% -3.1% 4.6%
2003 8.9% -4.1% 11.3% -1.6% 3.7%
2002 -12.5% -0.2% -0.8% -14.4% 3.4%
2001 -9.6% -12.5% 7.7% -7.9% 4.2%
2000 -2.7% -1.5% 1.0% -0.1% -2.0%
1999 47.8% 10.4% 5.9% 2.8% 23.0%
1998 35.7% 19.5% 5.8% -14.4% 25.5%
1997 21.3% -2.7% 14.9% 5.3% 3.1%
1996 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date06/09/1996
  • Share Class size721Mn
  • Base currencyUSD
  • ISIN LU0069449576

Purchase Info

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

Charges

  • Annual management1.50%

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