Fidelity India Focus Y-Dis-GBP

Fund

Fund Info

  • Yield History 0.00%
  • 3 Year sharpe 0.75
  • 3 Year alpha 1.58
  • Distribution Type income
  • Benchmark MSCI India 8% Capped NR
  • Legal Structure SICAV
  • Fund Size (month end) SICAV
  • OCF 1.12%
  • Sector Specialist
  • Manager Group Fidelity
  • Domicile Luxembourg
  • ISIN LU0457960192

Investment Strategy

The fund’s objective is to provide long-term growth, principally through investment in equity securities of Indian companies listed in India, as well as securities in non Indian companies which have a significant portion of their activities in India. The aim of the fund is to provide investors with long-term capital growth from diversified and actively managed portfolios of securities. The income of the fund is expected to be low. Unless otherwise specified in the investment objective, the fund will invest principally (at least 70% and normally 75% in value) in equities in the markets and sectors reflected in the name of the fund and in companies established outside those markets but which derive a significant proportion of their earnings from those markets.