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Fidelity Funds - European Smaller Cos A-EUR

Ranked 41 out of 71 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.

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Performance

European Small & Medium Companies over : 31/08/2016 - 31/08/2017
  • Rank 41/71 Total Return
  • Rank 16/71 Standard Deviation
  • Rank 14/71 Max Drawdown
Fund Name Currency Return
39 Threadneedle (Lux)-Pan Europ Small Cap Opp AE GBP

25.0%
40 Invesco Pan European Small Cap Equity A Acc EUR GBP

24.8%
41 Fidelity Funds - European Smaller Cos A-EUR GBP

24.7%
42 Threadneedle European Smaller Cos Ret Net Acc GBX GBP

24.6%
43 Nordea 1 - European Small and Mid Cap Eq BP EUR GBP

24.6%
View full league table
Fund Name Currency Risk
14 Pioneer SICAV European Potential N ND GBP GBP

9.2
15 GAM Multistock - Europe Small & Mid Cap Eq B GBP

9.3
16 Fidelity Funds - European Smaller Cos A-EUR GBP

9.3
17 JPM Europe Small Cap A Dis EUR GBP

9.5
18 Mandarine Unique Small&Mid Caps Europe B1 GBP GBP

9.6
18 SEI SGMF Pan European Small Cap EUR Inst A GBP

9.6
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 size558Mn
  • 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).