Fidelity Funds - Global Focus Fund A-DIST-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Har som mål å gi langsiktig kapitalvekst med forventet lavt inntektsnivå. Minst 70 % investert i selskapsandeler notert på verdens aksjemarkeder. Har frihet til å investere utenfor fondets geografiske hovedområder, markedssektorer, industrier eller aktivaklasser. Investeringer er konsentrert i andeler i et mer begrenset antall av selskaper, og porteføljen vil følgelig være mindre mangfoldig. Kan bruke derivater for å redusere risiko eller kostnader eller for å generere ytterligere kapital eller inntekt på linje med fondets risikoprofil.
Investment horizon
- Fidelity Funds - Global Focus Fund A-DIST-USD 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
16 Oct 2025
- Start date13 Jan 2003
- ISINLU0157215616
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.
- Microsoft Corp5.1%
- Berkshire Hathaway Inc Class B4.8%
- Amazon.com Inc4.4%
- Adobe Inc3.3%
- Salesforce Inc3.2%
- Taiwan Semiconductor Manufacturing Co Ltd3.0%
- Danaher Corp2.8%
- Arthur J. Gallagher & Co2.8%
- Broadcom Inc2.6%
- Lam Research Corp2.6%