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 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Fidelity Funds - Asian Special Situations 38.4 13.1 3.8 -11.1 45.7  
Fidelity Funds - Emerging Markets Focus - - - -7.7 53.8 -
Jupiter Merian Asia Pacific 43.3 16.5 -1.8 -11.7 53.0  
Maple-Brown Abbott Asia Pacific ex Japan 36.8 2.7 2.2 -24.8 43.1  
Stewart Investors Asia Pacific Leaders 26.0 0.3 10.3 -9.3 40.7  
Bonds
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
ASI Global Inflation-linked Bond 6.0 1.1 2.2 3.8 4.6  
Colchester Global Bond - - - - -2.6 -
Fidelity MoneyBuilder Income 7.7 1.6 3.0 1.3 8.2  
Fidelity Strategic Bond 4.4 1.7 2.4 0.5 11.0  
Invesco High Yield 9.8 8.2 0.6 -10.7 25.7  
iShares UK Gilts All Stocks Index 6.7 0.2 3.8 10.3 -5.7  
JPM Global High Yield Bond 13.6 2.5 4.2 -8.2 22.3 -
M&G Corporate Bond 7.6 2.2 2.9 -0.5 10.9  
M&G Optimal Income 8.3 4.2 0.6 -6.2 17.4  
Principal Finisterre Unconstrained Emerging Market Fixed Income - - 1.5 -3.1 14.8 -
† 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 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Barings Europe Select 26.3 10.5 -0.2 -9.9 46.1  
BlackRock Continental European 19.6 7.7 5.6 3.6 47.2  
Comgest Growth Europe ex UK 23.6 4.3 14.6 5.3 28.7  
Fidelity Funds - European Growth 29.6 0.2 7.5 -15.5 26.8  
JOHCM European Select Values 25.3 -0.5 -1.4 -24.5 46.1  
Robeco QI Conservative Equities 14.5 3.7 4.6 -7.0 17.0  
Global
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
BNY Mellon Long-Term Global Equity 28.0 2.9 20.1 -0.6 28.2  
Fidelity Global Dividend 23.6 -4.5 15.3 1.5 21.4  
Fidelity Global Special Situations 36.6 4.5 6.3 -4.3 45.7  
Invesco Global Equity Income 27.5 2.4 3.8 -15.8 40.9  
Rathbone Global Opportunities 24.8 11.7 13.9 3.6 39.5  
Japan
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Baillie Gifford Japanese 44.2 15.4 -1.1 -8.7 43.5  
Lindsell Train Japanese Equity 34.2 20.7 0.5 4.5 -0.5  
Man GLG Japan CoreAlpha 47.5 1.8 -2.0 -19.2 29.2  
North America
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Brown Advisory US Sustainable Growth†† - - 27.5 7.7 42.3 -
JPM US Equity Income 33.8 -3.5 17.3 -7.2 33.3  
JPM US Select 37.4 -2.0 17.2 3.3 41.1  
Jupiter Merian North American Equity 39.6 1.0 12.8 -6.2 44.7  
Schroder US Mid Cap 39.9 -5.2 11.6 -14.8 55.2  
† † Class B Income share class performance
UK
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Artemis UK Select 15.1 8.5 -4.2 -20.1 72.8  
Fidelity Special Situations 21.5 4.4 1.2 -27.8 46.7  
Fidelity UK Select 17.1 -0.3 10.8 -17.2 31.9  
Franklin UK Equity Income 19.0 1.4 7.5 -18.1 26.3  
Jupiter UK Special Situations 28.2 -2.2 2.8 -21.7 38.1  
Lazard UK Omega 22.0 3.6 -0.4 -22.6 38.3  
Liontrust UK Growth 23.2 2.6 7.2 -14.0 22.6  
Majedie UK Equity 25.6 -3.1 2.9 -21.3 33.3  
Threadneedle UK Mid 250 7.3 9.2 -3.8 -18.1 53.3  
Alternatives
Standardised performance data (%) over the past five years
% (as at 31 Mar) 2016-17 2017-18 2018-19 2019-20 2020-21 Morningstar Fund Rating
Aviva Investors Multi-Strategy Target Return 1.5 -0.7 -2.0 1.1 7.1 -
Foresight UK Infrastructure Income - - 19.7 -1.1 10.8  
Invesco Global Targeted Returns 4.2 -0.3 -2.1 1.0 -2.2 -
iShares Global Property Securities Equity Tracker 16.9 -7.8 21.9 -19.2 22.2  
Ninety One Global Gold 26.1 -9.8 11.8 13.6 18.4  

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 31.3.16 to 31.3.21. 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

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