Fidelity Funds - Global Focus Fund A-DIST-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
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
05 Jun 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
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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp7.3%
- Lam Research Corp5.3%
- Broadcom Inc4.8%
- Ansys Inc4.6%
- Intuit Inc3.8%
- Adobe Inc3.8%
- Meta Platforms Inc Class A3.5%
- NVIDIA Corp3.0%
- Amazon.com Inc2.9%
- BlackRock Inc2.5%