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 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Fidelity Emerging Markets 9.3 5.8 24.8 7.6 6.2  
Fidelity Funds - Asian Special Situations - 11.8 29.9 8.2 5.9  
Maple-Brown Abbott Asia Pacific ex Japan 4.7 4.7 29.5 6.1 2.1  
Merian Asia Pacific - 7.0 41.9 13.0 -1.4  
Stewart Investors Asia Pacific Leaders 15.7 11.6 14.5 8.5 7.2  
Bonds
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Fidelity MoneyBuilder Income 5.6 6.8 5.2 0.5 5.6  
Fidelity Strategic Bond † 3.3 4.2 3.7 -1.0 6.6  
Invesco High Yield 2.3 -3.0 13.0 3.0 4.1  
JPM Global High Yield Bond -1.2 -0.4 10.7 1.5 5.5  
Jupiter Strategic Bond 1.2 4.3 6.3 0.1 6.7  
M&G Corporate Bond 4.6 6.7 5.9 0.4 6.1  
M&G Optimal Income 0.9 1.2 10.4 0.5 3.4  
Royal London UK Government Bond 6.6 11.6 -0.5 1.6 4.7  
SLI Global Index Linked Bond 2.5 7.9 1.0 1.4 5.2  
† 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 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Baring German Growth 2.3 4.7 42.0 3.7 -2.7  
Fidelity Funds - European Growth - 6.9 24.0 7.1 4.2  
FP CRUX European Special Situations 8.4 14.4 28.5 2.9 1.4  
Invesco European Equity Income 3.5 -0.4 34.9 -0.8 -0.9  
JOHCM European Select Values 3.4 13.4 26.8 0.5 1.4  
Jupiter European Special Situations 6.1 3.4 28.5 0.5 1.4  
Threadneedle European Select 8.2 9.5 23.4 5.3 9.7  
Global
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
BNY Mellon Long-Term Global Equity 10.0 17.5 19.4 12.9 16.7  
Fidelity Global Dividend 8.4 23.6 15.0 1.7 17.8  
Fidelity Global Special Situations 18.9 7.4 31.9 10.1 7.5  
Invesco Global Equity Income 8.5 6.1 25.0 6.7 2.5  
Rathbone Global Opportunities 16.7 13.7 25.7 19.7 9.4  
Japan
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Aberdeen Japan Equity 18.0 17.6 15.9 5.6 -7.1  
Baillie Gifford Japanese 16.4 9.5 34.6 16.1 0.4  
North America
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Fidelity American Special Situations 24.5 17.4 18.1 4.6 9.2  
JPM US Equity Income 12.8 20.1 20.2 8.9 14.7  
JPM US Select 16.8 13.2 26.0 12.2 12.7  
Merian North American 20.6 17.1 28.6 14.8 6.0  
Schroder US Mid Cap 21.4 17.3 24.7 6.1 8.2  
UK
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Fidelity Enhanced Income 3.3 2.9 11.3 -1.9 -1.2  
Fidelity Special Situations 12.6 -4.1 30.6 8.2 -2.9  
Franklin UK Equity Income 6.2 6.8 17.8 6.6 2.8  
JOHCM UK Dynamic 9.3 -6.1 31.7 11.5 -3.3  
JOHCM UK Equity Income 7.5 -9.3 30.4 13.1 -9.3  
LF Lindsell Train UK Equity 14.1 6.6 21.1 14.3 13.2  
Liontrust UK Growth 6.4 9.1 20.1 11.4 3.0  
Majedie UK Equity 6.6 -5.6 23.4 7.5 -6.7  
Threadneedle UK Mid 250 22.0 -10.5 29.5 10.4 -5.0  
Alternatives
Standardised performance data (%) over the past five years
% (as at 30 June) 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 Morningstar Fund Rating
Aviva Investors Multi-Strategy Target Return - -0.2 1.8 -1.5 0.0 -
Invesco Global Targeted Returns 5.0 2.2 5.4 -1.8 -1.5 -
Investec Global Gold -22.8 86.4 -17.4 1.8 21.9  
iShares Global Property Securities Equity Tracker - 29.1 5.3 4.3 11.4  
Jupiter Absolute Return 1.1 11.5 1.1 -2.5 -3.1 -

 

 

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 30.06.14 to 30.06.19. 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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