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Fidelity Funds - Pacific A-USD

Ranked 10 out of 30 in - Asia Pacific Including Japan over 12 months
All calculations are in GBP unless stated

Managed by

Dale Nicholls

Dale Nicholls was born in Australia in 1968 and obtained his bachelor’s degree in business management from the Queensland University of Technology. Prior to joining Fidelity, he worked as an analyst, first at Sony and then at Bankers Trust Asia Securities. In terms of fund management style, he follows a bottom-up stock-picking approach, looking for growth at a reasonable price. Long-term growth prospects, returns on capital and management quality are the key characteristics focused upon for company valuation. Cash is not used tactically and derivatives are solely used for efficient portfolio management such as equitising cash flows. Given his funds’ small- and mid-cap bias, David tends to outperform when market liquidity is ample or when the market is driven by sentiment.

Objective

The fund aims to provide long-term capital growth with the level of income expected to be low. At least 70% invested in the shares of companies in the Asia Pacific region, including, but not limited to, Japan, Australia, China, Hong Kong, India, Indonesia, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan and Thailand. The fund may invest its net assets directly in China A and B Shares. The fund manager has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Including Japan over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.4% 8.8% 0.9% 2.0% 9.2%
2016 24.0% 3.6% 8.2% 14.3% -3.2%
2015 5.7% 10.4% -0.6% -13.5% 11.3%
2014 8.3% 1.3% 1.0% 3.5% 2.2%
2013 28.9% 19.1% -1.4% 4.3% 5.2%
2012 12.0% 10.5% -5.7% 5.5% 2.0%
2011 -18.6% -3.4% 0.5% -17.1% 1.0%
2010 34.6% 16.0% -7.0% 10.5% 12.9%
2009 41.3% -8.3% 21.7% 22.7% 3.2%
2008 -39.6% -15.8% -5.2% -19.9% -5.6%
2007 22.1% 4.1% 10.1% 4.3% 2.2%
2006 1.9% 7.0% -10.6% -0.4% 7.1%
2005 47.7% 2.4% 7.0% 15.3% 16.9%
2004 8.2% 7.4% -4.8% -2.0% 8.0%
2003 25.8% -6.5% 11.2% 17.2% 3.3%
2002 -17.5% 8.6% -6.7% -14.9% -4.2%
2001 -18.3% -6.5% 4.3% -24.6% 11.1%
2000 -31.4% -4.2% -5.1% -9.0% -17.0%
1999 122.1% 15.9% 19.5% 14.4% 40.3%
1998 6.1% 0.0% -5.1% -9.7% 23.9%
1997 -10.1% -2.8% 18.6% -4.7% -18.1%
1996 -12.3% 3.4% 1.5% -4.9% -12.2%
1995 -7.7% -12.6% 0.0% 4.6% 1.0%
1994 2.9% -3.6% -7.1%

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. Liechtenstein
  19. Luxembourg
  20. Macau
  21. Malta
  22. Netherlands
  23. Norway
  24. Oman
  25. Peru
  26. Portugal
  27. Qatar
  28. Singapore
  29. Slovakia
  30. South Africa
  31. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. United Kingdom

Fund Info

  • Launch date10/01/1994
  • Share Class size1,159Mn
  • Base currencyUSD
  • ISIN LU0049112450

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Fidelity’s Dale Nicholls: beware China banks, but don’t expect Armageddon

Citywire AA-rated Dale Nicholls has lent his voice to those worried about China’s banks – but stopped short of predicting a systemic meltdown.

Fidelity's new Asian stars lining up to replace Bolton & Liu

Dale Nicholls and Teera Chanpongsang have given an insight into their investment thinking as they prepare to replace two of the biggest names at Fidelity.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).