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Fidelity Series Intrinsic Opportunistic Fund

Ranked 2 out of 32 in Global Multi-Cap Value over 36 months

All calculations are in USD unless stated

The Fund seeks capital appreciation. The Fund will invest in securities of companies that Fidelity Management & Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow. The Fund will Invest in domestic and foreign issuers.

sector performance

Global Multi-Cap Value
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 1.9%
2017 24.4% 5.2% 5.4% 4.9% 6.9%
2016 11.0% 1.3% 0.7% 6.3% 2.4%
2015 2.8% 5.2% 3.8% -7.8% 2.1%
2014 8.0% 0.1% 5.7% -0.7% 2.7%
2013 40.0% 11.4% 6.3% 9.2% 8.3%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date06/12/2012
  • Share Class size14,888Mn
  • Base currencyUSD
  • ISINUS3163458751

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%