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Fidelity Funds - European Smaller Cos A-EUR

Ranked 27 out of 65 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.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date01/12/1995
  • Share Class size610Mn
  • 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).