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Fidelity Funds - Nordic A-SEK-DIS

Ranked 1 out of 1 in - Nordic over 12 months
All calculations are in GBP unless stated

Managed by

Bertrand Puiffe

Paris-based Bertrand Puiffe has been managing equity funds at Fidelity since 2011 with a contrarian investment style. Bertrand was a research analyst for five years at Fidelity before becoming a fund manager, and prior to this he started his career at Rothschild & Cie Gestion in 2000. He has a BA from the Institut d'Etudes Politiques, Bordeaux, and an MA in financial markets from the Paris IX Dauphine Université. Away from fund management his interests include wine.

Objective

The fund invests principally in equity securities quoted on the stock exchanges in Finland, Norway, Denmark, Sweden.

Showing fund performance in Jersey View performance globally

Performance

Nordic over : 30/09/2017 - 30/09/2018
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown
Fund Name Currency Return
1 Fidelity Funds - Nordic A-SEK-DIS GBP

-2.5%

Fund Name Currency Loss
1 Fidelity Funds - Nordic A-SEK-DIS GBP

-9.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -7.3% 2.0% 5.4%
2017 17.2% 8.1% 5.7% 4.8% -2.2%
2016 46.2% 5.4% 6.0% 21.2% 7.9%
2015 2.6% 10.1% -5.5% -7.0% 6.0%
2014 -7.4% 4.6% 2.5% -9.7% -4.4%
2013 36.5% 16.9% -0.8% 10.3% 6.7%
2012 23.7% 16.0% -6.6% 6.1% 7.6%
2011 -17.8% 3.2% -3.2% -23.3% 7.2%
2010 28.0% 15.9% -12.4% 16.4% 8.2%
2009 32.3% -9.7% 14.2% 26.3% 1.6%
2008 -42.0% -6.4% -3.9% -25.4% -13.5%
2007 20.3% 4.0% 10.6% 5.5% -0.8%
2006 18.9% 15.1% -8.0% -0.9% 13.3%
2005 30.6% 3.6% 9.9% 13.5% 1.1%
2004 24.3% 5.6% 1.9% 3.4% 11.6%
2003 24.3% -10.0% 17.5% 7.1% 9.9%
2002 -26.8% 4.8% -9.3% -27.6% 6.4%
2001 -26.4% -19.3% 0.2% -20.1% 14.0%
2000 2.0% 15.5% -1.0% -2.4% -8.6%
1999 55.3% 3.3% 8.9% -1.3% 39.9%
1998 24.2% 18.8% 10.9% -20.9% 19.1%
1997 14.3% 10.7% 2.6% 14.0% -11.7%
1996 25.8% 8.2% 4.8% 7.1% 3.6%
1995 24.9% -5.6% 19.6% 14.9% -3.8%
1994 26.3% 13.1% -2.1% 5.5% 8.0%
1993 75.0% 20.5% 15.6% 13.9% 10.4%
1992 10.7% 7.3% -1.5% -9.5% 15.7%
1991 2.9% 15.4% 4.1% -2.0% -12.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
BW Offshore Ltd ORD 6.80%
Getinge AB ORD 4.89%
AP Moeller - Maersk A/S ORD 4.64%
Borr Drilling Ltd ORD 4.13%
Stolt-Nielsen Ltd ORD 3.72%
Solar A/S ORD 3.33%
Schibsted ASA ORD 2.93%
Fjord1 ASA ORD 2.89%
AB SKF ORD 2.88%
Konecranes Abp ORD 2.86%
31/08/2018

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Hong Kong
  10. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Korea
  15. Luxembourg
  16. Macau
  17. Malta
  18. Netherlands
  19. Norway
  20. Oman
  21. Peru
  22. Portugal
  23. Qatar
  24. Singapore
  25. South Africa
  26. Spain
  27. Sweden
  28. Switzerland
  29. Taiwan
  30. United Kingdom

Fund Info

  • Launch date01/10/1990
  • Share Class size2,939Mn
  • Base currencySEK
  • ISIN LU0048588080

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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