Fidelity Funds - Global Thematic Opportunities Fund A-Acc-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Investerer på aksjemarkeder over hele verden, både større markeder og mindre "emerging markets".
Investment horizon
- Fidelity Funds - Global Thematic Opportunities Fund A-Acc-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 date02 Jul 2006
- ISINLU0251132253
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 90%Interest 10%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp3.8%
- NVIDIA Corp3.4%
- Alphabet Inc Class A2.3%
- United States Treasury Bills 0%2.0%
- United States Treasury Bills 0%2.0%
- Siemens Energy AG Ordinary Shares1.9%
- Visa Inc Class A1.6%
- JPMorgan Chase & Co1.5%
- United States Treasury Bills 0%1.5%
- United States Treasury Bills 0%1.5%