LSE - Delayed Quote GBp

Fidelity China Consumer A Acc (0P0000TZTO.L)

394.60
-9.20
(-2.28%)
At close: February 22 at 8:00:00 PM GMT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Hargreaves Lansdown PLC
  • Raymond James Investment Services Ltd
  • Old Mutual Wealth
  • Skandia
  • Amber by Request
  • Transact(UK)
  • Fidelity Funds Network(UK)
  • Skandia Investment Solutions
  • AXA Elevate (Explicit)
  • Aviva
  • Ascentric
  • Amber

Fund Summary

The Fund aims to increase the value of your investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of companies domiciled, incorporated or having significant business in the Greater China region and those which are listed in the region related to the development, manufacture or sale of goods or services to Chinese consumers and aims to hold a concentrated portfolio of 30-50 securities. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities. The Investment Manager will, when selecting investments for the Fund and for the purposes of monitoring risk, consider MSCI China Capped 10% Index (Net).The Fund's performance can be compared to the MSCI China Index (Net) as the index constituents are representative of the type of companies the Fund invests in.

Fund Overview

Category China Equity
Fund Family FIL Investment Services (UK) Ltd
Net Assets 363.45M
YTD Return 13.10%
Yield 0.00%
Morningstar Rating
Inception Date Sep 14, 2011

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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