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Fidelity Global Invt-Hong Kong Bond A

Ranked 9 out of 13 in - Hong Kong Dollar over 12 months
All calculations are in HKD unless stated

Managed by

Bryan Collins

Bryan Collins is a portfolio manager in fixed income at Fidelity Worldwide Investment in Hong Kong. He joined the firm in 2006 as a trader and prior to this, he worked at Credit Suisse Asset Management in Sydney between 2000 and 2006. Bryan uses a long-only investment style across the various mandates he runs. He is a CFA Charterholder and gained his MComm from the University of New South Wales in Sydney.

Objective

The fund aims to invest in world bond markets with a focus on HK dollar denominated bonds & issuers, and to produce returns that are related to those achieved on the major bond market indices. It also aims to limit the volatility of returns in the short term in HK dollar market terms, and to minimize currency volatility by implementing a HK$ hedged strategy (where investments are made other than in HK$).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Hong Kong Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.7% 0.3%
2016 -0.4% 1.9% 1.6% 0.6% -4.3%
2015 2.2% 2.2% -0.6% 0.5% 0.1%
2014 4.5% 0.5% 1.8% 0.7% 1.4%
2013 -2.7% -0.4% -3.3% 0.7% 0.2%
2012 4.7% 0.8% 1.5% 1.3% 1.0%
2011 5.8% 0.9% 2.3% 3.1% -0.6%
2010 4.4% 1.9% 2.6% 2.1% -2.2%
2009 1.6% -1.3% 0.1% 2.5% 0.3%
2008 6.3% 2.9% -2.8% 1.2% 5.0%
2007 4.4% 0.0% -1.2% 1.7% 3.9%
2006 4.7% -0.3% 0.1% 3.7% 1.3%
2005 -0.9% -2.5% 2.0% -1.0% 0.7%
2004 2.8% 1.6% -1.9% 2.0% 1.0%
2003 1.9% -0.2% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date10/03/2003
  • Share Class size2,434Mn
  • Base currencyHKD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in HKD).