Fidelity Funds - Iberia Fund I-Acc-EUR header image

Fidelity Funds - Iberia Fund I-Acc-EUR

Fund

ISIN LU1417855837 / Valor null

NAV (2025-02-07)
EUR 18.89-1.00%

Fidelity Funds - Iberia Fund I-Acc-EUR
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General Objective

The fund aims to achieve capital growth over time by investing in equities of companies listed, headquartered, or doing most of their business in Spain and Portugal.

Fund Exposure

The fund is exposed to high-quality Spanish and Portuguese equities across the market cap scale that are trading below their intrinsic value. The managers focus on structural drivers of growth and have the flexibility to invest in non-Iberian companies that meet the defined investment criteria.

Risks

This fund is classified as medium risk (4 out of 7) and may experience potential losses from future performance at a medium level. The value of the investment may fall as well as rise, and there is no protection from future market performance, which could result in the loss of some or all of the investment.

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Source

https://www.fidelity.lu/funds/factsheet/LU0048581077

Tags:
sustainable investing spanish equities msci spain index msci portugal index

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OTHER SHARE CLASSES OF THIS FUND

Fidelity Funds - Iberia Fund A-DIST-EUR
Fidelity Funds - Iberia Fund A-DIST-EUR Fidelity Funds - Iberia Fund A-DIST-EUR Valor: 207538
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.00%EUR 108.50
Fidelity Funds - Iberia Fund E-Acc-EUR
Fidelity Funds - Iberia Fund E-Acc-EUR Fidelity Funds - Iberia Fund E-Acc-EUR Valor: 1224836
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 64.49
Fidelity Funds - Iberia Fund Y-Acc-EUR
Fidelity Funds - Iberia Fund Y-Acc-EUR Fidelity Funds - Iberia Fund Y-Acc-EUR Valor: 3912801
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.03%EUR 25.09
Fidelity Funds - Iberia Fund A-Acc-EUR
Fidelity Funds - Iberia Fund A-Acc-EUR Fidelity Funds - Iberia Fund A-Acc-EUR Valor: 2728470
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 25.45