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Fidelity Funds - European Smaller Cos A-EUR

Ranked 106 out of 213 in - European Small & Medium Companies over 12 months
All calculations are in EUR 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 generate long-term capital growth through investing principally in equity securities of small and medium-sized European companies.

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

Performance

European Small & Medium Companies over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -5.6% -4.8%
2015 25.9% 16.2% 3.7% -2.8% 7.5%
2014 1.4% 3.2% -0.1% -2.4% 0.7%
2013 28.5% 7.9% -1.1% 10.9% 8.5%
2012 25.2% 19.0% -5.4% 7.0% 3.9%
2011 -18.7% 0.1% -0.2% -19.5% 1.1%
2010 32.0% 7.7% -3.1% 13.3% 11.7%
2009 62.6% -0.7% 32.0% 16.7% 6.3%
2008 -55.6% -15.5% 0.1% -22.8% -32.0%
2007 2.7% 7.5% 9.1% -6.6% -6.2%
2006 25.2% 18.5% -5.6% 0.0% 11.9%
2005 33.3% 12.6% 4.3% 10.8% 2.4%
2004 27.5% 11.4% 3.2% -3.5% 15.0%
2003 27.7% -12.9% 22.4% 11.5% 7.5%
2002 -34.3% 4.3% -16.1% -27.7% 3.8%
2001 -29.3% -16.3% -1.2% -28.9% 20.1%
2000 9.2% 42.2% -12.8% 11.2% -20.8%
1999 85.1% 5.8% 8.2% 1.6% 59.3%
1998 2.4% 27.9% 4.8% -28.7% 7.2%
1997 36.1% 18.8% 6.4% 7.9% -0.2%
1996 50.6% 16.4% 13.8% -0.6% 14.5%

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. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date01/12/1995
  • Share Class size530Mn
  • Base currencyEUR
  • ISIN LU0061175625

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Fidelity hands €540m European equity fund to star manager

Investment firm changes line-up on long-running fund with Citywire AA-rated manager assuming responsibility.

Firms overestimated consumer slump, says Fidelity European manager

The recession was a corporate, not a consumer, event and we're still in the middle of a V-shaped recovery, argues Fidelity's Colin Stone in his European outlook.

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