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Fidelity Funds - Nordic A-ACC-SEK

Ranked 3 out of 3 in - Nordic over 12 months
All calculations are in EUR unless stated

Managed by

Bertrand Puiffe

Paris-based Bertrand Puiffe has been managing equity funds at Fidelity since 2011 with a contrarian investment style. Bertrand was a research analyst for five years at Fidelity before becoming a fund manager, and prior to this he started his career at Rothschild & Cie Gestion in 2000. He has a BA from the Institut d'Etudes Politiques, Bordeaux, and an MA in financial markets from the Paris IX Dauphine Université. Away from fund management his interests include wine.

Objective

The fund invests principally in equity securities quoted on the stock exchanges in Finland, Norway, Denmark, Sweden.

Showing fund performance in Poland View performance globally

Performance

Nordic over : 30/09/2017 - 30/09/2018
  • Rank 3/3 Total Return
  • Rank 3/3 Standard Deviation
  • Rank 3/3 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2% 1.2% 4.7%
2017 12.7% 7.9% 2.9% 4.6% -2.9%
2016 26.2% -2.0% 1.2% 16.4% 9.4%
2015 8.0% 18.0% -3.5% -10.6% 6.0%
2014 -0.7% 5.3% 5.8% -7.2% -4.0%
2013 33.1% 12.2% -2.1% 13.1% 7.2%
2012 27.4% 16.2% -3.8% 7.8% 5.7%
2011 -15.7% -0.2% -5.1% -19.5% 10.5%
2010 32.7% 15.5% -4.5% 10.0% 9.4%
2009 43.9% -5.8% 24.2% 17.7% 4.5%
2008 -55.9% -13.8% -3.2% -25.1% -29.5%
2007 10.4% 3.2% 11.5% 1.7% -5.7%
2006 14.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Guernsey
  10. Hong Kong
  11. Iceland
  12. Ireland
  13. Italy
  14. Jersey
  15. Korea
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Oman
  21. Poland
  22. Portugal
  23. Qatar
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Kingdom

Fund Info

  • Launch date25/09/2006
  • Share Class size865Mn
  • Base currencySEK
  • ISIN LU0261949381

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25%

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