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Fidelity Funds - Global Health Care A-EUR

Ranked 1 out of 1 in - Pharmaceuticals & Health Care over 12 months
All calculations are in ZAR unless stated

Managed by

Hilary Natoff

Hilary Natoff graduated with joint honours in economics and accountancy from Manchester University. She has over a decade of investment experience starting out as a trainee fund manager at Henderson Global Investors in 1997. She joined Fidelity in 2000 as an analyst, first for pan European transportation, and then as the team leader of the healthcare sector. In 2006 became portfolio manager for global healthcare funds, the largest being Fidelity Funds - Global Health Care Fund.

Objective

The fund aims to provide investors with long-term capital growth, principally through investment in the equity securities of companies throughout the world which are involved in the design, manufacture, or sale of products and services used for or in connection with health care, medicine or biotechnology.

Showing fund performance in South Africa View performance globally

Performance

Pharmaceuticals & Health Care over : 31/05/2016 - 31/05/2017
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.7%
2016 -23.1% -12.6% 2.8% -6.0% -8.9%
2015 42.4% 13.3% 1.3% 2.0% 21.6%
2014 33.7% 4.9% 6.9% 10.4% 8.0%
2013 64.6% 22.8% 10.6% 7.2% 13.1%
2012 21.2% 3.8% 5.7% 7.8% 2.5%
2011 21.0% 5.7% 7.2% 1.1% 5.6%
2010 -5.9% 3.4% -5.7% -2.4% -1.0%
2009 -0.2% -3.8% -10.4% 10.2% 5.0%
2008 1.4% 9.7% -3.5% -1.8% -2.4%
2007 6.1% 5.8% 0.4% 0.4% -0.5%
2006 19.1% -0.5% 12.7% 15.2% -7.8%
2005 25.6% 10.0% 12.3% 0.2% 1.5%
2004 -7.0% -4.3% -1.0% 4.4% -6.0%
2003 -8.4% -7.3% 6.7% -8.5% 1.1%
2002 -44.3% -10.3% -20.2% -8.6% -14.8%
2001 34.7% -11.8% 4.1% 8.5% 35.4%
2000 12.9%

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 date01/09/2000
  • Share Class size253Mn
  • Base currencyEUR
  • ISIN LU0114720955

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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