Fidelity Funds - Greater China Fund A-DIST-USD

Equity fund

1 year

Globe

Asia

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Minst 70 % investert i andeler i selskaper notert på børser i Hong Kong, Kina og Taiwan. Fondet kan investere sine netto aktiva direkte i China A- og B-andeler. Har frihet til å investere utenfor fondets geografiske hovedområder, markedssektorer, industrier eller aktivaklasser. 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 - Greater China 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

    09 Sept 2025

  • Start date
    30 Sept 1990
  • ISIN
    LU0048580855

Risk

  • High (5 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

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Tencent Holdings Ltd
    9.9%
  • Taiwan Semiconductor Manufacturing Co Ltd
    9.6%
  • Alibaba Group Holding Ltd Ordinary Shares
    8.1%
  • China Construction Bank Corp Class H
    4.1%
  • MediaTek Inc
    3.8%
  • Trip.com Group Ltd
    2.9%
  • Asustek Computer Inc
    2.2%
  • Innovent Biologics Inc
    2.2%
  • PDD Holdings Inc ADR
    2.0%
  • China Merchants Bank Co Ltd Class H
    2.0%