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Fidelity Funds - European Dynamic Gth A-EUR

Ranked 26 out of 103 in - Europe over 12 months
All calculations are in EUR 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 fund aims to achieve long-term capital growth, principally through investment in an actively managed portfolio of companies that have their head office or exercise a predominant part of their activity in Europe. At least 70% of fund's assets will be invested in the shares of these companies. The fund will typically have a bias towards medium sized companies with a market capitalisation of between 1 and 10 billion Euro.

Showing fund performance in Portugal View performance globally

Performance

Europe over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 3.8% 1.6%
2016 -0.8% -5.4% 0.8% 3.4% 0.6%
2015 24.4% 18.9% 0.4% -3.4% 7.9%
2014 4.9% 1.5% 1.2% -0.8% 3.0%
2013 18.2% 9.9% -2.7% 5.6% 4.7%
2012 28.9% 15.7% -1.6% 7.8% 5.1%
2011 -10.6% -1.7% 0.9% -16.0% 7.2%
2010 22.6% 9.8% -1.6% 6.9% 6.1%
2009 35.9% -7.0% 19.4% 14.5% 7.0%
2008 -43.4% -10.8% -2.4% -16.1% -22.5%
2007 1.0% 3.4% 6.1% -5.1% -3.1%
2006 28.7% 15.2% -7.5% 6.9% 13.0%
2005 25.3% 3.9% 8.8% 12.2% -1.2%
2004 18.1% 8.8% 3.3% -1.8% 7.0%
2003 26.2% -13.4% 21.1% 8.4% 11.1%
2002 -30.9% 6.3% -13.0% -23.5% -2.3%
2001 3.1% -20.7% 15.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  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. Korea
  17. Luxembourg
  18. Macau
  19. Malta
  20. Netherlands
  21. Norway
  22. Oman
  23. Peru
  24. Portugal
  25. Qatar
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. Taiwan
  32. United Kingdom

Fund Info

  • Launch date15/01/2001
  • Share Class size396Mn
  • Base currencyEUR
  • ISIN LU0119124781

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Fidelity Euro equity star reveals top healthcare play

Citywire AA-rated Fabio Riccelli is focusing his fund on the growing challenges caused by so-called ‘lifestyle’ diseases.

Fidelity merges away Euro equity outperformer's €360m fund

Asset management firm opts to roll strategy into existing €590m approach to capitalise on commonality, Citywire can reveal.

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.

Iberian fund industry hit by fresh exit as top Fidelity manager quits

The fund manager's €2 billion in fund assets will be taken over by Fabio Riccelli.

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