Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Register
You're only seeing a fraction of our data

Registration is free and easy and gives you unlimited access to:

  • Over 15,000 full fund manager factsheets and career histories
  • Email updates covering the best performing fund managers
  • All the latest fund manager job moves
  • Investment analysis and our award winning editorial content
Register Sign in

Fidelity Funds - European Smaller Cos A-EUR

Ranked 31 out of 68 in - European Small & Medium Companies over 12 months
All calculations are in GBP 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. The fund will invest at least 70% of its assets in shares of small and medium sized European companies.

Showing fund performance in United Kingdom View performance globally
Citywire

For news and performance for funds and managers available



Performance

European Small & Medium Companies over : 30/06/2016 - 30/06/2017
  • Rank 31/68 Total Return
  • Rank 19/68 Standard Deviation
  • Rank 14/68 Max Drawdown
Fund Name Currency Return
29 Aberdeen European Smaller Companies Equity A Acc GBP

31.9%
30 Baring Europe Select Trust GBP Inc GBP

31.7%
31 Fidelity Funds - European Smaller Cos A-EUR GBP

31.7%
32 Threadneedle (Lux)-Pan Europ Small Cap Opp AE GBP

31.5%
33 Threadneedle Pan European Sm Cos Ret Net Acc GBX GBP

31.4%
View full league table
Fund Name Currency Risk
17 Mandarine Unique Small&Mid Caps Europe B1 GBP GBP

10.6
18 Henderson Gartmore Pan European Sm Cos B EUR Acc GBP

10.6
19 Fidelity Funds - European Smaller Cos A-EUR GBP

10.7
20 GAM Multistock - Europe Small & Mid Cap Eq B GBP

10.7
21 Lazard European Smaller Companies Inst Acc GBP

10.7
View full league table
Fund Name Currency Loss
12 Baring European Opportunities Class A EUR Acc GBP

-4.0%
13 Schroder ISF European Smaller Companies A Dis GBP

-4.1%
14 Fidelity Funds - European Smaller Cos A-EUR GBP

-4.1%
15 JPM Europe Small Cap A Dis EUR GBP

-4.4%
15 GAM Multistock - Europe Small & Mid Cap Eq B GBP

-4.4%
View full league table

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 7.4%
2016 18.0% 1.6% -0.2% 14.0% 2.2%
2015 19.6% 8.3% 1.5% 1.2% 7.5%
2014 -5.4% 2.6% -3.2% -5.0% 0.3%
2013 31.8% 12.5% 0.3% 8.2% 8.0%
2012 21.6% 18.7% -8.1% 5.4% 5.8%
2011 -20.7% 3.4% 1.9% -23.2% -2.0%
2010 27.3% 8.2% -11.1% 19.9% 10.5%
2009 49.4% -4.9% 21.3% 25.2% 3.4%
2008 -41.5% -8.3% -0.6% -23.1% -16.5%
2007 11.9% 8.3% 8.2% -3.2% -1.4%
2006 22.8% 20.4% -6.5% -1.9% 11.1%
2005 29.4% 9.4% 2.5% 11.8% 3.3%
2004 28.1% 5.7% 3.6% -1.3% 18.6%
2003 38.1% -7.8% 23.3% 12.3% 8.1%
2002 -30.0% 4.5% -11.2% -29.9% 7.7%
2001 -31.2% -17.2% -4.4% -26.8% 18.6%
2000 10.4% 37.1% -7.9% 4.8% -16.6%
1999 63.1% 0.3% 5.8% 0.4% 53.2%
1998 9.4% 22.2% 7.8% -24.4% 9.8%
1997 21.3% 14.4% 0.5% 9.7% -3.8%
1996 26.9% 14.8% 8.4% -1.4% 3.5%

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. Spain
  30. Sweden
  31. Switzerland
  32. Taiwan
  33. United Kingdom

Fund Info

  • Launch date01/12/1995
  • Share Class size570Mn
  • Base currencyEUR
  • ISIN LU0061175625

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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 the currency and currencies indicated).