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Fidelity Funds - Pacific A-USD

Ranked 2 out of 30 in - Asia Pacific Including Japan over 12 months
All calculations are in EUR

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 invests principally in an actively managed portfolio of equities in countries having a Pacific sea coast, primarily Japan, South East Asia and the United States of America.

Performance

Asia Pacific Including Japan over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 14.2% 1.9% 4.3% 7.4%
2013 25.7% 14.3% -2.7% 7.0% 5.7%
2012 15.3% 10.7% -2.9% 7.1% 0.2%
2011 -16.5% -6.5% -1.5% -13.0% 4.2%
2010 39.5% 15.5% 1.4% 4.4% 14.2%
2009 53.8% -4.3% 32.4% 14.4% 6.1%
2008 -54.1% -22.4% -4.6% -19.5% -23.1%
2007 12.0% 3.3% 11.0% 0.6% -2.9%
2006 3.9% 5.3% -9.8% 1.5% 7.8%
2005 52.2% 5.4% 9.0% 14.3% 15.9%
2004 7.7% 13.2% -5.2% -4.2% 4.7%
2003 16.4% -11.7% 10.3% 16.3% 2.7%
2002 -22.5% 8.4% -11.8% -12.3% -7.6%
2001 -16.1% -5.5% 7.7% -26.8% 12.6%
2000 -32.1% -0.7% -10.1% -3.5% -21.2%
1999 152.1% 22.3% 22.1% 15.7% 45.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Finland
  7. Germany
  8. Hong Kong
  9. Hungary
  10. Iceland
  11. Ireland
  12. Italy
  13. Korea
  14. Luxembourg
  15. Macau
  16. Malta
  17. Netherlands
  18. Norway
  19. Peru
  20. Portugal
  21. Singapore
  22. Slovakia
  23. South Africa
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

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 EUR).