Fidelity Funds - Global Financial Services Fund A-DIST-EUR
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Investerer i finanssektoren. Dette vil si banker, livsforsikringsselskaper, forsikringsselskaper, meglerforetak osv.
Investment horizon
- Fidelity Funds - Global Financial Services Fund A-DIST-EUR is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
09 Sept 2025
- Start date31 Aug 2000
- ISINLU0114722498
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- JPMorgan Chase & Co8.4%
- Berkshire Hathaway Inc Class B6.5%
- Visa Inc Class A4.3%
- Wells Fargo & Co3.4%
- Mastercard Inc Class A3.4%
- Allianz SE3.0%
- Morgan Stanley3.0%
- Interactive Brokers Group Inc Class A2.9%
- DBS Group Holdings Ltd2.8%
- Intercontinental Exchange Inc2.5%