Fidelity International – European Dynamic Growth Fund Review
Fund objective
Fidelity International – European Dynamic Growth Fund aims to provide long-term capital growth with the level of income expected to be low. At least 70% invested in the shares of companies that have their head office or a main part of their activity in Europe. Has the freedom to invest outside the fund’s principal geographies, market sectors, industries or asset classes. Typically has a bias to medium size company shares with a market capitalisation range of 1 to 10 billion Euros. May invest in assets directly or achieve exposure indirectly through other eligible means including derivatives.
Fidelity International – European Dynamic Growth Fund can use derivatives with the aim of risk or cost reduction or to generate additional capital or income, including for investment purposes, in line with the fund’s risk profile. The fund has discretion in its choices of investments within its objectives and policies. Income is accumulated in the share price. Shares can usually be bought and sold each business day of the fund. This fund may not be appropriate for investors who plan to sell their shares in the fund within 5 years. Investment in the fund should be regarded as a long-term investment.
Investment Strategy
Fidelity International – European Dynamic Growth Fund aims to achieve long-term capital growth, principally through investment in an actively managed portfolio of companies that have their head office or exercise a predominant part of their activity in Europe.
Fidelity International – European Dynamic Growth Fund will typically have a bias towards medium-sized companies with a market capitalisation of between 1 and 10 billion Euro.
Who is Fidelity International – European Dynamic Growth Fund suitable for?
Fidelity International – European Dynamic Growth Fund is only suitable for investors who:
- seek a fund that aims to provide investors with long-term capital growth
- wish to participate in equity markets while being prepared to accept the risks
described under the “Key Risks” section below - seek long term investment
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Fidelity International – European Dynamic Growth Fund?
The value of Fidelity International – European Dynamic Growth Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Fidelity International – European Dynamic Growth Fund are described below:
Market and Credit Risks
- You are exposed to Fluctuations in Value Risk
- You are exposed to Foreign Currency Risk
Liquidity Risks
- You are exposed to Liquidity Risk
Product-Specific Risks
- You are exposed to Equities Risk
- You are exposed to Investments in Medium and Small Sized Firms Risks
- You are exposed to Derivatives Risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Fidelity International – European Dynamic Growth Fund
- Fidelity International – European Dynamic Growth Fund Fact Sheet (Open in New Window)
- Fidelity International – European Dynamic Growth Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser.
Have more questions on this unit trust fund?
Let InterestGuru.sg get back to your enquiry on this unit trust fund or any investment related questions.
Drop us a message and one of our partnered MAS licensed licensed financial adviser will get back to you. Any advice or proposal are provided 100% free of charge.
No obligation is required whatsoever to take up any product or services proposed by our partnered licensed financial advisers.
Get rewarded while keeping InterestGuru.sg ad-free and spam-free
Keep ads and spam off InterestGuru.sg. At the same time, enjoy EXCLUSIVE sign-up rewards and saving benefits when u take up a credit card from our Featured Credit Card selection.
