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Fidelity Hedged International Fund - Managed Fund (Closed)

Fund Objective
To achieve capital growth from an actively managed portfolio of international equities without incurring the volatility associated with currency fluctuations.
Fund Strategy
Invest through selected Fidelity UK authorised unit trusts and other approved funds.

Fund Performance Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.67% -0.88% 0.12% 10.47% -1.45% -% -% -%
Growth return 0.67% -0.88% -1.31% 8.89% -4.24% -% -% -%
Income return 0% 0% 1.43% 1.58% 2.79% -% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Oct 1991. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Fidelity Hedged International Fund
Closed
Fidelity Securities Limited
Equity World - Currency Hedged
Not Rated
Investment Fund
14 Apr 1989
$1.1 million (as at 7 Nov 1991)
$0.489 (as at 14 Nov 1991)
$0.459 (as at 14 Nov 1991)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00
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FAQs about the Fidelity Hedged International Fund

The objective of the Fidelity Hedged International Fund managed fund is To achieve capital growth from an actively managed portfolio of international equities without incurring the volatility associated with currency fluctuations.

The strategy of the Fidelity Hedged International Fund managed fund is Invest through selected Fidelity UK authorised unit trusts and other approved funds.

The APIR code of the Fidelity Hedged International Fund managed fund is .

Fidelity Hedged International Fund’s total return last month was 0.67%. This was made up of a growth return of 0.67% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

Fidelity Hedged International Fund’s total return for the last three months was -0.88%. This was made up of a growth return of -0.88% and an income return of 0%%. These returns were calculated as at 31 Oct 1991.

Fidelity Hedged International Fund’s one-year total return is 10.47%. This was made up of a growth return of 8.89% and an income return of 1.58%. These returns were calculated as at 31 Oct 1991.

Fidelity Hedged International Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 1991.

The asset allocation of the Fidelity Hedged International Fund managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Fidelity Hedged International Fund managed fund is Fidelity Securities Limited.

The Fidelity Hedged International Fund managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 7 Nov 1991, the size of the Fidelity Hedged International Fund managed fund was $1.1 million.

The Fidelity Hedged International Fund managed fund has an inception date of 14 Apr 1989.

The current entry price of the Fidelity Hedged International Fund managed fund is $0.489 per unit and the current exit price is $0.459 per unit (as at 14 Nov 1991).

The current exit price of the Fidelity Hedged International Fund managed fund is $0.459 per unit and the current entry price is $0.489 per unit (as at 14 Nov 1991).

The minimum initial investment amount for the Fidelity Hedged International Fund managed fund is $2,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.