Fidelity Funds - Sustainable China A Shares Fund Y Acc RMB
Fund
ISIN LU2385789909 / Valor null
NAV (2025-02-07)
CNY 69.16+1.30%
Fidelity Funds - Sustainable China A Shares Fund Y Acc RMB
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General Objective
The fund aims to achieve long-term capital growth through investing primarily in equity securities, focusing on quality companies with sustainable growth prospects that contribute to a sustainable planet, enterprises, and lives.
Fund Exposure
The fund invests at least 70% of its assets in equities of companies listed or traded in China, with the possibility of investing in money market instruments on an ancillary basis. It may invest in China A and B shares, including direct investments, ChiNext and/or STAR board shares, and QFI status shares. The Investment Manager considers growth and valuation metrics, company financials, return on capital, cash flows, and other factors, as well as ESG characteristics when assessing investment risks and opportunities.
Risks
This fund is classified as a medium risk class (4 out of 7) due to potential losses from future performance at a medium level. It does not offer protection from future market performance, so investors could lose some or all of their investment. Additionally, investing in emerging markets and using financial derivative instruments for investment purposes may expose the fund to higher risk and larger price fluctuations. The focus on securities of issuers with sustainable characteristics may also impact the fund's performance compared to similar funds without such a focus.