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Fidelity Funds - Euro Blue Chip A-EUR

Ranked 26 out of 27 in - EuroZone over 12 months
All calculations are in DKK unless stated

Managed by

Alexandra Hartmann

Alexandra Hartmann was born in Bremen, Germany in 1967 and studied economics, accounting and business politics in Germany. She has spent most of her career with Fidelity in London, having joined as a research analyst in the early 1990s. During her time in the UK she rose to become manager of most of the group’s European country-specific range, including the Germany, Switzerland, France, Iberia and Italy funds. In 2001 she returned to Germany to head the investment team in Frankfurt, concentrating on the domestic equity funds. She currently manages the Fidelity funds - Euro Blue Chip fund and theFidelity Inst Europe Ex UK Acc. Outside of fund mangement, Alexandra enjoys walking and music as ways of relaxing.

Objective

The fund invests principally in blue chip equities in those countries which are members of the Economic Monetary Union (EMU) and primarily denominated in Euro.

Showing fund performance in Denmark View performance globally

Performance

EuroZone over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 2.3% 3.2%
2016 -5.2% -7.9% -3.8% 3.4% 3.6%
2015 12.6% 20.0% -3.9% -6.5% 4.5%
2014 3.9% 2.4% 1.7% -2.0% 1.8%
2013 21.1% 3.6% 1.0% 9.2% 6.0%
2012 31.9% 14.0% -3.3% 10.9% 8.0%
2011 -16.3% 2.4% 0.8% -24.2% 7.2%
2010 9.2% 2.0% -7.3% 7.7% 7.1%
2009 23.3% -13.9% 14.5% 18.2% 5.9%
2008 -42.6% -16.5% 3.1% -15.6% -21.0%
2007 8.9% 3.5% 7.4% -1.5% -0.5%
2006 16.5% 10.2% -6.1% 5.5% 6.7%
2005 29.1% 5.6% 7.1% 8.6% 5.2%
2004 10.8% 2.9% -0.9% -0.2% 8.7%
2003 19.0% -13.1% 21.1% 0.9% 12.0%
2002 -29.9% 2.9% -14.5% -24.6% 5.7%
2001 -21.0% -13.9% 2.2% -20.7% 13.2%
2000 -0.9% 13.8% -3.1% -4.2% -6.2%
1999 44.9% 1.2% 5.4% -2.1% 38.8%
1998 18.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Guernsey
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Luxembourg
  19. Macau
  20. Malta
  21. Netherlands
  22. Norway
  23. Oman
  24. Peru
  25. Portugal
  26. Qatar
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date30/09/1998
  • Share Class size167Mn
  • Base currencyEUR
  • ISIN LU0088814487

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Fidelity's Hartmann: Spanish banks will be crippled by deflation

Citywire A-rated manager explains why she missed the rally and warns peripheral banks will not be able to delever against a deflationary backdrop.

Financials of the future will mirror utilities, says Fidelity’s Hartmann

The European equity star expects financials to shift from high returns on equity to slow and steady cash cows.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).