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Fidelity Funds - Asian TR Bd A-ACC-USD

Ranked 195 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Bryan Collins

Bryan Collins is a portfolio manager in fixed income at Fidelity Worldwide Investment in Hong Kong. He joined the firm in 2006 as a trader and prior to this, he worked at Credit Suisse Asset Management in Sydney between 2000 and 2006. Bryan uses a long-only investment style across the various mandates he runs. He is a CFA Charterholder and gained his MComm from the University of New South Wales in Sydney.

Eric Wong

Objective

The fund seeks to maximize total return through capital appreciation and/or income by primarily investing in a broad range of fixed income instruments of issuers in Asia that have their head office or exercise a majority part of their activity in Asia. The fund will adopt an active asset allocation approach, which may include investment into high yield instruments and emerging markets. Under normal market conditions, invest a minimum of 20% of its assets in Asian investment grade bonds, up to 80% in Asian local currency bonds, and up to 50% in Renminbi bonds.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/08/2016 - 31/08/2017
  • Rank 195/357 Total Return
  • Rank 104/357 Standard Deviation
  • Rank 126/357 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 1.2%
2016 3.0% 2.7% 1.1% 1.2% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Hong Kong
  4. Italy
  5. Luxembourg
  6. Macau
  7. Singapore
  8. United Kingdom

Fund Info

  • Launch date30/11/2015
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN LU1313547892

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.5

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