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Fidelity Funds - Iberia E-ACC-EUR

Ranked 1 out of 1 in - Iberia over 12 months
All calculations are in EUR unless stated

Managed by

Fabio Riccelli

Brazilian Fabio Riccelli runs the Fidelity European Dynamic Growth fund and applies a growth investment style and use of index futures, which have let him to get an annual portfolio turnover of a 40%. Fabio has been working for Fidelity since 1998 when he joined as research analyst and became portfolio manager seven years later. He studied finances at Manchester University and holds the Investment Management Certificate.

Objective

The objective of the fund is to achieve long-term capital growth through investment in a diversified portfolio of primarily Spanish and Portuguese equities (at least 70%). The fund may also use derivatives

Showing fund performance in Poland View performance globally

Performance

Iberia over : 31/05/2017 - 31/05/2018
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown
Fund Name Currency Return
1 Fidelity Funds - Iberia E-ACC-EUR EUR

-4.4%

Fund Name Currency Loss
1 Fidelity Funds - Iberia E-ACC-EUR EUR

-7.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 13.7% 11.2% 4.1% -3.0% 1.1%
2016 -5.8% -7.4% -4.9% 4.0% 2.9%
2015 14.6% 19.1% -4.4% -4.8% 5.7%
2014 -4.1% 9.5% -0.5% -6.4% -6.0%
2013 31.6% 0.4% 0.1% 18.4% 10.6%
2012 20.1% 3.1% -3.8% 11.2% 8.9%
2011 -8.7% 7.9% -1.0% -17.2% 3.3%
2010 -12.4% -4.9% -14.3% 8.8% -1.3%
2009 39.2% -13.4% 28.7% 23.2% 1.5%
2008 -44.8% -13.7% -4.9% -19.1% -16.8%
2007 19.0% 11.2% 11.7% -7.9% 4.0%
2006 34.7% 17.0% -6.4% 11.1% 10.7%
2005 29.2% 5.4% 8.8% 12.7% 0.0%
2004 20.9% 5.5% 0.8% 0.8% 12.7%
2003 26.6% -2.8% 13.5% 0.7% 14.0%
2002 -17.8% 3.9% -9.1% -19.9% 8.8%
2001 -10.7% -0.2% -3.2% -16.0% 9.9%
2000 -12.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Poland
  8. Portugal
  9. Spain
  10. United Kingdom

Fund Info

  • Launch date01/09/2000
  • Share Class size80Mn
  • Base currencyUSD
  • ISIN LU0115765678

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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