Fidelity Funds - Sustainable Eurozone Equity Fund A-Acc-EUR

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Yes 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The fund aims to achieve capital growth over the long term by investing in sustainable investments.

Investment horizon

  • Fidelity Funds - Sustainable Eurozone Equity Fund A-Acc-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 date
    11 Dec 2005
  • ISIN
    LU0238202427

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

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.

  • SAP SE
    6.9%
  • Allianz SE
    5.1%
  • Siemens AG
    4.8%
  • L'Oreal SA
    4.7%
  • Hermes International SA
    4.3%
  • Schneider Electric SE
    3.8%
  • Essilorluxottica
    3.8%
  • Air Liquide SA
    3.6%
  • Commerzbank AG
    3.5%
  • Banco Bilbao Vizcaya Argentaria SA
    3.5%