Fidelity Funds 2 - Global Future Leaders Fund I Euro 1 header image

Fidelity Funds 2 - Global Future Leaders Fund I Euro 1

Fund

ISIN LU2645235594 / Valor null

NAV (2024-12-24)
EUR 12.80+0.71%

Fidelity Funds 2 - Global Future Leaders Fund I Euro 1
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General Objective

The fund aims to achieve capital growth over time by investing in global small to mid-cap companies in developed markets that have the potential to become future leaders in their respective industries.

Fund Exposure

The fund primarily invests in equities of small and medium-sized companies from anywhere in the world, with a market cap range of USD 500 million to USD 40 billion. It may also allocate up to 20% in money market instruments, less than 10% in China A and B shares, and up to 10% in emerging markets (including China). The investment process focuses on growth and valuation metrics, company financials, return on capital, and ESG characteristics.

Risks

This fund carries a medium risk level, rated 4 out of 7, due to potential losses from future performance and poor market conditions. It invests in emerging markets, small and mid-capitalization companies, and uses financial derivative instruments, which can increase volatility and risk. Additionally, the fund's focus on securities with sustainable characteristics may impact investment performance.

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Source

https://www.fidelity.lu/funds/factsheet/LU2610568870

Tags:
developed markets small mid cap msci world small cap

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Funds 2 - Global Future Leaders Fund Y Euro 1
Fidelity Funds 2 - Global Future Leaders Fund Y Euro 1 Fidelity Funds 2 - Global Future Leaders Fund Y Euro 1
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Annual Return

-50%0%+50%

Risk level

110
0.71%EUR 12.77
Fidelity Funds 2 - Global Future Leaders Fund Y Euro 2
Fidelity Funds 2 - Global Future Leaders Fund Y Euro 2 Fidelity Funds 2 - Global Future Leaders Fund Y Euro 2
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.71%EUR 12.77
Fidelity Funds 2 - Global Future Leaders Fund Y USD 2
Fidelity Funds 2 - Global Future Leaders Fund Y USD 2 Fidelity Funds 2 - Global Future Leaders Fund Y USD 2
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%USD 12.36
Fidelity Funds 2 - Global Future Leaders Fund I Euro 2
Fidelity Funds 2 - Global Future Leaders Fund I Euro 2 Fidelity Funds 2 - Global Future Leaders Fund I Euro 2
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.71%EUR 12.82
Fidelity Funds 2 - Global Future Leaders Fund I USD 2
Fidelity Funds 2 - Global Future Leaders Fund I USD 2 Fidelity Funds 2 - Global Future Leaders Fund I USD 2
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%USD 12.39