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Fidelity Funds SMART Gl Mdt A USD (SGD)

Ranked 308 out of 375 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to provide moderate long-term capital growth by investing directly or indirectly (including through the use of derivatives) in a wide range of global asset classes and geographies including global government, global inflation-linked, global corporate, investment grade, global high yield and emerging market bonds, as well as shares of companies globally, based on their potential to generate moderate capital growth or reduce risk or fluctuation within the overall portfolio.

Showing fund performance in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 4.7% 1.6%
2017 -2.2% 1.6% -4.3% -1.6% 2.2%
2016 3.5% -5.5% 2.4% 1.3% 5.6%
2015 10.6% 16.1% -3.2% -9.1% 8.2%
2014 19.8% 1.1% 4.9% 6.4% 6.2%
2013 22.5% 11.2% 0.7% 3.4% 5.9%
2012 12.2% 9.7% -2.0% 5.3% -0.9%
2011 -7.6% -1.8% -2.7% -12.1% 10.0%
2010 19.7% 9.4% -3.5% 0.7% 12.6%
2009 30.2% -4.9% 14.5% 12.3% 6.4%
2008 -42.0% -18.0% 0.5% -10.2% -21.7%
2007 0.7% 1.9% 6.5% -3.3% -4.1%
2006 2.4% 5.6% -8.5% 1.9% 3.9%
2005 31.2% 3.4% 9.1% 9.2% 6.5%
2004 5.5% 6.1% -0.8% -3.9% 4.3%
2003 11.6% -9.2% 12.2% 4.0% 5.4%
2002 -30.8% 2.3% -18.4% -17.1% 0.0%
2001 -14.9% -11.7% 10.5% -24.9% 16.2%
2000 -6.1% 9.1% -5.8% 6.2% -14.0%
1999 63.9% 15.8% 9.4% -2.2% 32.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Finland
  3. France
  4. Luxembourg
  5. Netherlands
  6. Singapore
  7. Sweden
  8. United Kingdom

Fund Info

  • Launch date31/12/1997
  • Base currencyUSD

Purchase Info

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

Charges

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