Select 50

The funds on the Select 50 are hand picked from the range available on our investment finder tool. For more information on how these funds are selected visit fidelity.co.uk/select. The Select 50 is not advice or a personal 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.

The Select 50 is liable to be changed between publication dates for the Investment Outlook. For the most up-to-date list please visit www.fidelity.co.uk/select50

Asia and emerging markets
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Fidelity Funds - Asian Smaller Companies 11.1 0.5 5.0 -7.5 32.6  
Fidelity Funds - Asian Special Situations 18.9 4.1 6.9 7.7 10.3  
Jupiter Merian Asia Pacific 29.5 2.7 0.4 11.3 17.0  
Maple-Brown Abbott Asia Pacific ex Japan 17.4 8.1 -4.0 -13.2 21.1  
Stewart Investors Asia Pacific Leaders 4.3 13.8 5.0 8.5 24.5  
Bonds
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
ASI Global Inflation-linked Bond -3.5 0.0 9.9 4.2 2.6  
Colchester Global Bond - - - 2.3 -5.6 -
Fidelity MoneyBuilder Income -0.6 -0.1 9.4 3.5 1.9  
Fidelity Strategic Bond 1.4 -1.5 7.8 5.6 3.2  
Invesco High Yield 11.7 1.0 5.6 -2.5 15.8  
JPM Global High Yield Bond 6.9 2.2 4.5 0.2 12.0 -
M&G Corporate Bond 0.6 0.3 9.8 2.8 1.7  
M&G Optimal Income 7.2 0.2 3.6 0.7 8.5  
PIMCO GIS Global Bond Fund 1.3 -0.4 7.0 4.6 0.5  
† 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 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Barings Europe Select 22.5 6.2 1.9 6.4 20.3  
BlackRock Continental European 21.9 7.1 5.9 24.1 31.2  
Comgest Growth Europe ex UK 13.5 16.8 5.9 15.0 24.3  
Fidelity Funds - European Growth 17.3 7.1 0.5 -7.1 18.3  
JOHCM European Select Values 17.3 -0.7 -6.2 -8.0 23.2  
Robeco QI European Conservative Equities 9.6 3.8 7.6 -3.8 12.5  
Global
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
BNY Mellon Long-Term Global Equity 12.5 21.5 10.5 8.1 20.0  
Fidelity Global Dividend 6.9 8.5 16.6 -0.2 12.4  
Fidelity Global Special Situations 20.1 14.4 3.8 7.9 24.0  
Invesco Global Equity Income 19.3 6.2 3.3 -8.9 29.7  
Rathbone Global Opportunities 16.8 24.3 3.6 27.8 19.9  
Japan
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Baillie Gifford Japanese 19.5 15.8 1.4 7.9 12.4  
Lindsell Train Japanese Equity 10.5 24.6 -1.9 6.9 -11.4  
Man GLG Japan CoreAlpha 18.0 10.9 -5.6 -21.4 37.3  
North America
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Brown Advisory US Sustainable Growth - - - - 28.5 -
JPM US Equity Income 13.6 16.3 13.0 -7.2 27.5  
JPM US Select 15.3 22.0 6.5 17.2 26.5  
Jupiter Merian North American Equity 19.5 19.5 3.2 6.4 28.7  
Schroder US Mid Cap 12.4 12.8 7.8 -8.4 35.5  
† † Class B Income share class performance
UK
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Artemis UK Select 24.3 3.6 -3.1 -8.8 55.2  
Fidelity Special Situations 19.1 6.3 -3.1 -22.5 47.0  
Fidelity UK Select 11.7 4.8 6.8 -10.0 25.7  
Franklin UK Equity Income 10.3 4.1 4.5 -16.2 26.9  
Jupiter UK Special Situations 14.6 4.7 -0.3 -22.9 39.8  
Lazard UK Omega 13.2 5.3 -3.0 -16.1 32.6  
Liontrust UK Growth 11.5 9.4 3.0 -11.0 26.1  
Majedie UK Equity 13.5 2.8 -2.9 -13.9 30.0  
Threadneedle UK Mid 250 19.9 3.6 -4.2 -3.1 35.5  
Alternatives
Standardised performance data (%) over the past five years
% (as at 30 Sept) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Aviva Investors Multi-Strategy Target Return 1.0 -1.2 2.2 0.1 5.4  
Foresight UK Infrastructure Income - - 16.2 -0.3 5.6  
Invesco Global Targeted Returns 2.2 -1.2 -0.2 -1.9 0.7  
iShares Global Property Securities Equity Tracker -2.5 6.0 20.9 -21.8 26.0  
Ninety One Global Gold -16.0 -15.5 59.9 43.0 -30.4  

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 30.6.16 to 30.9.21. 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

Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can change the cookie settings and view our cookie policy at any time.