Fidelity Funds - Global Financial Services Fund A-DIST-EUR
Equity fund
1 year
USA
Largest region
High
Risk
Cost
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
05 Jun 2025
- Start date31 Aug 2000
- ISINLU0114722498
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Berkshire Hathaway Inc Class B8.2%
- JPMorgan Chase & Co8.1%
- Visa Inc Class A4.7%
- Wells Fargo & Co3.5%
- Mastercard Inc Class A3.4%
- Allianz SE3.4%
- Morgan Stanley2.6%
- Arthur J. Gallagher & Co2.6%
- DBS Group Holdings Ltd2.6%
- Munchener Ruckversicherungs-Gesellschaft AG2.6%