Select 50

The funds on the Select 50 are hand picked from the range available on our fund supermarket. This list of Select 50 funds is valid as at 9 January 2018 when this report was published and may be subject to change. For more information on how these funds are selected visit fidelity.co.uk/select. The Select 50 is not advice or a recommendation to buy funds. Equally, if a fund you own is not on the Select 50 (or was on the previous Select List and isn’t on the Select 50), we’re not recommending you sell it. You must ensure that any fund you choose to invest in is suitable for your own personal circumstances. Please be aware that past performance is not a reliable indicator of what might happen in the future. The value of investments and the income from them can go down as well as up, so you may not get back what you invest. For funds that invest in overseas markets, the returns may increase or decrease as a result of currency fluctuations. Investments in small and emerging markets can be more volatile than other more developed markets. For funds launched less than five years ago full five year performance figures are not available.

Asia and emerging markets
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
Fidelity Asian Smaller Companies 28.9 23.0 -2.2 37.7 11.7  
Fidelity Emerging Markets 12.6 9.6 -5.1 19.1 28.4  
Henderson Emerging Markets Opportunities 1.6 7.9 -9.4 29.2 15.7  
Lazard Emerging Markets 4.6 7.6 -19.1 36.1 17.1  
Old Mutual Asia Pacific 12.6 12.9 -6.0 36.0 34.0  
Stewart Investors Asia Pacific Leaders 2.8 20.4 -2.8 23.0 10.6  
Bonds
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
Fidelity MoneyBuilder Income 0.5 9.5 1.7 6.3 4.6  
Fidelity Strategic Bond † 2.3 8.9 0.7 3.9 4.6  
Invesco Perpetual High Yield - - 0.1 4.3 12.2  
JPM Global High Yield 7.9 2.9 -4.7 9.0 8.2  
Jupiter Strategic Bond 6.8 5.8 1.6 6.0 5.1  
M&G Corporate Bond 1.3 8.9 1.5 6.3 6.1  
M&G European High Yield Bond 13.1 0.2 -9.0 23.2 11.2  
M&G Optimal Income 8.2 5.6 -0.4 5.8 7.2  
Royal London UK Government Bond -4.0 8.7 2.5 6.4 1.3  
SLI Global Index Linked Bond -4.1 7.2 0.6 6.5 1.9  
† The investment policy of Fidelity Strategic Bond Fund means it can be more than 35% invested in government and public securities. These can be issued or guaranteed by other countries and governments. For a full list please refer to the fund’s prospectus.
Europe
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
Baring German Growth 35.3 -0.3 10.3 14.3 33.4  
Fidelity European Growth - - - 16.7 17.3 -
FP CRUX European Special Situations 26.3 4.2 9.1 19.7 24.6  
Invesco Perpetual European Equity Income - - 2.7 11.7 24.2  
JOHCM European Select Values 31.4 4.8 4.4 16.5 20.2  
Jupiter European Special Situations 28.1 2.8 6.1 8.3 22.6  
Threadneedle European Select 20.9 8.6 7.5 8.8 24.3  
Global
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
BNY Mellon Long-Term Global Equity 18.1 9.3 5.4 23.8 15.1  
Fidelity Global Dividend 23.7 13.6 6.7 21.9 9.5  
Fidelity Global Special Situations 29.0 14.6 11.0 23.7 19.0  
Invesco Perpetual Global Equity Income - - 5.2 18.1 15.6  
Rathbone Global Opportunities 23.6 12.4 14.8 16.3 21.0  
Japan
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
Aberdeen Japan Equity 20.5 8.3 12.5 26.7 12.8  
Baillie Gifford Japanese 44.3 3.0 11.1 31.5 26.3  
Schroder Tokyo 27.1 3.9 15.3 27.5 13.0  
Schroder Tokyo (hedged) - 14.4 14.5 -5.4 20.4 -
North America
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
JPM US Equity Income 26.6 19.2 4.7 31.0 8.9  
JPM US Select 30.5 21.2 7.3 28.2 10.9  
Lazard US Equity Concentrated - - - - - -
Old Mutual North American 38.7 21.9 9.5 31.3 15.9  
Schroder US Mid Cap 31.6 18.1 11.1 35.2 7.9  
UK
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
CF Lindsell Train UK Equity 31.0 10.9 10.6 8.9 20.7  
Fidelity Enhanced Income 15.4 7.1 5.7 1.3 5.2  
Fidelity Special Situations 33.6 0.5 11.7 11.1 16.2  
Franklin UK Smaller Companies 49.7 1.8 25.7 -4.1 32.1  
JOHCM UK Equity Income - 3.6 2.2 9.2 20.5  
Liontrust UK Growth 16.3 4.0 9.8 14.1 14.6  
Majedie UK Equity 31.5 5.8 -0.3 14.2 8.6  
Old Mutual UK Smaller Companies 38.5 0.6 19.8 10.9 38.1  
Threadneedle UK Mid 250 28.1 5.8 19.8 -4.1 27.8  
Alternatives
Standardised performance data (%) over the past five years
%(as at 30th November) 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Morningstar Fund Rating
Aviva Investors Multi-Strategy Target Return - - 5.5 -1.5 0.1 -
Invesco Perpetual Global Targeted Returns - - 2.1 22.2 3.9 -
Investec Global Gold -45.6 -4.8 -25.3 89.6 -2.7  
iShares Global Property Securities Equity Tracker -- - 4.2 23.7 2.9  

Before you invest, please ensure you have read Doing Business with Fidelity and the Key Investor Information Document (KIID) or Fund Specific Information Document (FSI), relevant to your chosen fund(s). These documents give you all the information you need to know about Fidelity, including details of the objective, investment policy, risks, charges and past performance associated with the fund(s). Instructions on how to access these documents can be found at fidelity.co.uk/importantinformation. If you do not have a computer or access to the internet please call Fidelity on 0800 41 41 61 to request a printed copy of the documents. The Full Prospectus is also available on request from Fidelity.

Source: Morningstar as from 30.11.12 to 30.11.17. Basis: bid to bid with income reinvested in GBP. Excludes initial charge. The fund's primary share class according to the IA is shown. For the latest yields please call 0800 41 41 61 or visit fidelity.co.uk

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