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Fidelity Funds - European Smaller Cos A-EUR

Ranked 87 out of 188 in - European Small & Medium Companies over 12 months
All calculations are in EUR

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.

Performance

European Small & Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% 3.2% -0.1% -1.6%
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. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Iceland
  10. Ireland
  11. Italy
  12. Korea
  13. Luxembourg
  14. Macau
  15. Malta
  16. Netherlands
  17. Norway
  18. Peru
  19. Portugal
  20. Singapore
  21. South Africa
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Related News

Colin Stone to step back from Fidelity European Opportunities

Citywire AA-rated Alberto Chiandetti will replace veteran manager Colin Stone on the £432 million Fidelity European Opportunities in October.

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