XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Fidelity Investment Funds - Fidelity Global Special Situations Fund A Accumulation Shares: holdings, performance and fees
1Y return+20.3%
3Y return+59.4%
5Y return+55.3%
OCF (ongoing charge)1.66%
Top 10 holdings
| Holding | Weight |
|---|---|
| ALPHABET INC. | 4.6% |
| MICROSOFT CORPORATION | 4.4% |
| AMAZON.COM, INC. | 3.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 3.5% |
| SAMSUNG ELECTRONICS CO., LTD | 3.3% |
| JPMORGAN CHASE & CO. | 2.8% |
| NVIDIA CORPORATION | 2.3% |
| META PLATFORMS, INC. | 2.0% |
| ASML HOLDING NV | 1.9% |
| KBC GROUP | 1.8% |
Top sectors
- Information Technology26.6%
- Financials16.2%
- Industrials14.3%
- Communications10.3%
- Health Care10.0%
Top countries
- UNITED STATES58.5%
- Others7.8%
- UNITED KINGDOM6.1%
- CHINA4.7%
- JAPAN4.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN