Fidelity Funds - Global Financial Services Fund A-EUR
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(Last Update : 2024/07/19)
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Fund House FIL Investment Management (Hong Kong) Limited
Fund Type Equity Funds
Fund Size
Sector Finance
Geographic Allocation Global
Fund Investment Objective & Strategy
The fund aims to achieve capital growth over the long term. The fund invests at least 70% (and normally 75%) in equities of companies from anywhere in the world, including emerging markets, that provide financial services to consumers and industry. The fund may also invest in money market instruments on an ancillary basis. The fund invests at least 50% of its assets in securities of companies with favourable environmental, social and governance (ESG) characteristics.
Key Risks
Equities:The value of stocks may fluctuate, sometimes dramatically, in response to the activities and results of individualcompanies or because of general market and economic conditions or other events.Holdings Concentration;At times, the fund will invest in a relatively small number of investments and will be concentrated in a specific industrysector and the net asset value of the fund may be more volatile as a result of this concentration of holdings relative to afund which diversifies across a larger number of investments or sectors.Financial Services Sector Risk:The profitability or viability of companies in the financial services industry is subject to extensive government regulationand can be significantly affected by adverse economic or regulatory occurrences affecting the financial services sector.Unstable interest rates will impact the availability and cost of capital funds, the rate of corporate and consumer debtdefaults and increased price competition will all create volatility and disrupt companies operating in the sector. Inparticular, events in the financial sector since late 2008 have resulted, and may continue to result, in an unusually highdegree of volatility in the financial markets, both domestic and foreign.Foreign Currency Risk:The fund’s total return and balance sheet can be significantly affected by foreign exchange rate movements where thefund’s assets and income are denominated in currencies other than the base currency of the fund and this means thatcurrency movements may significantly affect the value of the fund’s share price.
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