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. The fund will invest at least 70% of its assets in shares of small and medium sized European companies.
Performance
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Rank 22/76 Total Return
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Rank 49/76 Standard Deviation
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Rank 44/76 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 20 | Mandarine Unique Small&Mid Caps Europe B3 GBP | GBP | 14.0% |
| 21 | Lazard European Smaller Companies Inst Acc | GBP | 14.0% |
| 22 | Fidelity Funds - European Smaller Cos A-EUR | GBP | 13.9% |
| 23 | JPM Europe Smaller Companies A Acc | GBP | 13.8% |
| 24 | JPM Europe Small Cap A Dis EUR | GBP | 13.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 49 | Fidelity Funds - European Smaller Cos A-EUR | GBP | 9.6 |
| 49 | F&C European SmallCap A Inc EUR | GBP | 9.6 |
| 51 | Invesco Perpetual European Sm Cos Acc | GBP | 9.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 42 | Amundi Fds Equity Europe Small Cap - AE (C) | GBP | -5.3% |
| 43 | Quaero Smaller European Companies D EUR Cap | GBP | -5.3% |
| 44 | Fidelity Funds - European Smaller Cos A-EUR | GBP | -5.4% |
| 45 | Maga Micro Cap Fund EUR | GBP | -5.5% |
| 46 | Invesco Pan European Small Cap Equity A Acc EUR | GBP | -5.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -2.6% | ||||
| 2017 | 23.0% | 5.3% | 7.4% | 5.6% | 3.0% |
| 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
- 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
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date01/12/1995
- Share Class size569Mn
- Base currencyUSD
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ISIN LU0061175625
Purchase Info
- Min. initial investment2,500
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment1.5