Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP · LSE:FGGG
Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP — Fidelity Investment Funds — Fact Sheet (June 2000)
12 slides from Fidelity Ucits II ICAV - Fidelity Global Government Bond Climate Aware Ucits ETF AccumHedged GBP's fact sheet, June 2000
Slide 1: Fidelity Recovery Fund
Fidelity Investment Funds Fidelity Recovery Fund an aggressively invested UK growth fund without restrictions The Fidelity Recovery Fund belies its name. The fund manager is not restricted by style or theme but seeks to be "style neutral", using pure stock selection to fulfil the fund’s objective.
Slide 2: Fidelity Recovery Fund
Fidelity Recovery Fund The Fund aims to achieve long-term capital growth through investment in a portfolio of mainly UK equities. The method employed to achieve the Fund’s aims has evolved over the last year, since the present fund manager, Glen Pratt took responsibility for management of the Fund.
Slide 3: Sector breakdown and largest 10 holdings
Sector breakdown as at 1.4.2000 Services 45.1% Financial Services 14.7% Consumer Goods 12.2% Capital Equipment 9.1% Materials 8.7% Energy 5.7% Cash and Other 4.5% Largest 10 holdings as at 1.4.2000 Vodafone 7.8% BP Amoco 4.4% Sterling Publishing 4.0% Cedardata 3.4% Royal Bank of Scotland 2.7% De La
Slide 4: Fund Manager – Glen Pratt
Fund Manager – Glen Pratt The Fund Manager, Glen Pratt took over responsibility for the Fidelity Recovery Fund in October 1998 and since then has adapted its style and structure to boost its potential for performance. "The fund now has no restrictive investment theme. The traditional ‘recovery’ appr
Slide 5: Investment returns and performance highlights
Investment returns Here’s how £7,000 invested over 5 years would have grown £ £14,897 £13,938 14,000 Average UK Equity Fund 12,000 Fidelity Recovery Fund 10,000 8,000 6,000 4,000 2,000 0 Source: Standard & Poor’s Micropal – www.micropal.com. Basis: Fidelity fund calculated bid-to-bid then adjusted b
Slide 6: No stone unturned: Fidelity Investment resources
No stone unturned Fidelity has developed one of the industry’s largest and most sophisticated research operations, with over 360 investment managers and research analysts based in offices around the world. This gives us the ability to gather a wealth of information and gain an in-depth understanding
Slide 7: Fidelity Special Situations Fund
Fidelity Investment Funds Fidelity Special Situations Fund a specialist approach to UK investment Managed by Anthony Bolton, one of the most respected fund managers in the industry, this fund aims for long-term capital growth by investing mainly in smaller and medium-sized UK companies in ‘special s
Slide 8: Fidelity Special Situations Fund
Fidelity Special The fund is managed more aggressively than most of Fidelity’s Situations Fund other UK Funds, with a view to providing investors with long-term capital growth from a portfolio of around 190 stocks. The fund has a bias towards smaller to medium-sized UK companies in Special Situation
Slide 9: Sector breakdown and largest 10 holdings
Sector breakdown as at 1.4.2000 Services 42% Financial Services 13.9% Consumer Goods 10.6% Capital Equipment 10.4% Multi-Industry 7.0% Materials 6.8% Cash and Other 6% Energy 3.3% Largest 10 holdings as at 1.4.2000 Safeway 2.0% Johnson Matthey 2.0% Berisford 1.8% LIMIT 1.6% Garban-Intercapital 1.6%
Slide 10: Fund Manager – Anthony Bolton
Fund Manager – Anthony Bolton "Being a somewhat contrary animal and value-orientated, I like to find businesses which I think are sound, but which, for some reason or another are substantially undervalued in the stock market. It may be because they have hit a bad patch for a while, but I believe thi
Slide 11: Investment returns and performance highlights
Investment returns Here’s how £7,000 invested over 5 years and since launch (1.1.80) would have grown £ £ 25,000 400,000 £357,048 Fidelity Special 22,500 Situations Fund 350,000 20,000 Average UK £16,835 300,000 Equity Fund 17,500 15,000 £13,938 250,000 12,500 200,000 £154,072 10,000 150,000 7,500 1
Slide 12: No stone unturned: Fidelity Investment resources
No stone unturned Fidelity has developed one of the industry’s largest and most sophisticated research operations, with over 360 investment managers and research analysts based in offices around the world. This gives us the ability to gather a wealth of information and gain an in-depth understanding