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Fidelity Global Invt-Growth A

Ranked 2316 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Pek Ng

Objective

The fund aims to build real wealth over the long term, to focus investment into the global equity markets and to have the flexibility to invest in global bonds. It also aims to maintain a broad geographic diversification with a bias towards Hong Kong and to manage the volatility of returns in the short term.

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

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 2316/3355 Total Return
  • Rank 2190/3355 Standard Deviation
  • Rank 2677/3355 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -1.1% 0.5%
2017 28.1% 7.6% 5.3% 6.2% 6.5%
2016 1.3% -2.8% 0.1% 6.9% -2.6%
2015 -1.2% 5.0% 2.8% -12.7% 5.0%
2014 2.2% -1.6% 4.1% -1.9% 1.6%
2013 17.9% 3.9% -0.6% 7.8% 5.8%
2012 17.8% 11.2% -5.3% 6.6% 5.0%
2011 -13.8% 1.4% -0.6% -18.1% 4.4%
2010 11.5% 1.7% -9.9% 13.6% 7.2%
2009 42.7% -7.2% 26.6% 15.8% 4.9%
2008 -39.8% -12.2% -0.6% -18.1% -15.8%
2007 29.2% 1.7% 10.0% 13.4% 1.9%
2006 24.2% 7.6% -0.3% 3.7% 11.7%
2005 14.1% -0.2% 2.2% 8.8% 2.9%
2004 16.2% 4.8% -2.7% 2.2% 11.5%
2003 34.0% -5.1% 13.5% 11.2% 11.8%
2002 -11.8% 1.1% -2.4% -13.8% 3.7%
2001 -15.1% -11.4% 2.7% -15.6% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date20/11/2000
  • Share Class size14,428Mn
  • Base currencyHKD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.73%
  • Initial investment0.73%

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