Fidelity Funds - European Smaller Cos A-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
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Rank 35/66 Total Return
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Rank 19/66 Standard Deviation
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Rank 26/66 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 33 | UBS (Lux) Equity Fund - Mid Caps Europe (EUR) P-a | GBP | 19.6% |
| 34 | Invesco Continental European Small Cap Eq A AD USD | GBP | 19.5% |
| 35 | Fidelity Funds - European Smaller Cos A-EUR | GBP | 19.5% |
| 36 | Nordea 1 - European Small and Mid Cap Eq BP EUR | GBP | 19.4% |
| 37 | Threadneedle Pan European Sm Cos Ret Net Acc GBX | GBP | 19.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 17 |
Argos Funds Argonaut A GBP
Currency exposure is hedged Currency exposure is hedged |
GBP | 11.0 |
| 18 | Pictet-Small Cap Europe-P EUR | GBP | 11.1 |
| 19 | Fidelity Funds - European Smaller Cos A-EUR | GBP | 11.1 |
| 19 | Digital Funds Stars Europe C EUR | GBP | 11.1 |
| 21 | OYSTER European Mid & Small Cap C EUR PR | GBP | 11.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 24 | Bellevue F (Lux) BB Entrepreneur EurSmall B EUR | GBP | -4.6% |
| 25 | Petercam Equities Europe Small Caps W | GBP | -4.7% |
| 26 | Fidelity Funds - European Smaller Cos A-EUR | GBP | -4.7% |
| 27 | Comgest Growth Mid-Caps Europe EUR Acc | GBP | -4.7% |
| 28 | Julius Baer EF Europe Small & Mid Cap-EUR B | GBP | -4.7% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | 1.6% | -0.2% | |||
| 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
- Austria
- Bahrain
- Belgium
- Chile
- Czech Republic
- Denmark
- Finland
- France
- Germany
- Guernsey
- Hong Kong
- Hungary
- Iceland
- Ireland
- Italy
- Jersey
- Korea
- Luxembourg
- Macau
- Malta
- Netherlands
- Norway
- Oman
- Peru
- Portugal
- Qatar
- Singapore
- Slovakia
- South Africa
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date01/12/1995
- Share Class size530Mn
- Base currencyEUR
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ISIN LU0061175625
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%