Fidelity European Inclusive - Class A - Accumulation (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
We think Sam Morse is a capable and experienced fund manager. We like his focus on quality companies with the potential to make plenty of cash. This could help support a healthy and growing dividend - a key part of what he looks for in a company. Overall, he's a cautious investor and we view the fund as a more conservative way to invest in European companies.
The fund isn't currently on the Wealth 50 list of our favourite funds. We think Morse has the ability to deliver good returns for investors. But we already have a good line-up of quality managers with longer track records in the Europe sector on the list. They also have greater flexibility to invest differently to the broader market, which offers more potential to perform better over prolonged periods.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
26/02/16 to 26/02/17 | 26/02/17 to 26/02/18 | 26/02/18 to 26/02/19 | 26/02/19 to 26/02/20 | 26/02/20 to 26/02/21 | |
---|---|---|---|---|---|
Annual return | 18.22% | 16.35% | 2.10% | 12.84% | 6.72% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
