Fidelity Funds - Sustainable All China Equity Fund A USD Acc
Fund
ISIN LU2545263803 / Valor null
NAV (2025-02-07)
USD 9.71+1.24%
Fidelity Funds - Sustainable All China Equity Fund A USD Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to achieve long-term capital growth through investing primarily in equity securities of Chinese companies listed in mainland China and Hong Kong.
Fund Exposure
The fund invests at least 70% of its assets in equities of Chinese companies, with the possibility of investing in money market instruments on an ancillary basis. The fund may also invest in China A and B shares, China A shares via ChiNext and STAR board, and China A shares via QFI. The investment process includes considering growth and valuation metrics, company financials, return on capital, cash flows, and other factors, as well as ESG characteristics.
Risks
This fund is classified as a medium risk product with a risk indicator of 5 out of 7. The potential losses from future performance are rated at a medium level, and poor market conditions could impact the capacity to pay investors. Additionally, the fund invests in emerging markets which can be more volatile, and the use of financial derivative instruments for investment purposes may expose the fund to a higher degree of risk.