- Fidelity Advisor Europe Fund
Fidelity Investments
- International
- Multi-Cap
- Growth
Summary
The fund seeks capital appreciation in the long term by investing in companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on securities of European issuers and other investments that are tied economically to Europe.
In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.
Then the manager constructs a portfolio of stocks from a list of More
Price
Last Close
$32.32 ( +1.17 )
52 Week HL
$48.19 - $29.52
Net Assets
$765.7 M
Expense Ratio
0.91 %
Sector Allocation
May 31, 2021Top 10 Holdings
May 28, 2021Company Name
- NESTLE SA
- ROCHE HLDGS
- PRUDENTIAL PLC
- ASTRAZENECA PLC
- SANOFI
Holding
- 3.9
- 3.6
- 2.8
- 2.7
- 2.6
Company Name
- Diageo Plc
- Swedish Match
- SWEDBANK AB
- Dustin Group
- Deutsche Bank
- Total
Holding
- 2.4
- 2.3
- 2.1
- 1.9
- 1.9
- 26.2%
Manager
Name
Andrew Sergeant
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-22.1 %
3 Year
-13.54%
5 Year
-20.87%
Best
28.76%
2017
Worst
-22.06%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -10.8% | 3.4% | -22.2% | 10.9% | -2.3% | 5.9% | -1.8% | 5.1% | - | - | - |
| Q2 | -11.7% | 6.4% | 18.7% | 3.6% | -0.8% | 11.6% | -5% | 2.9% | 1.9% | - | - |
| Q3 | - | -4.4% | 10.2% | -4.8% | 2.9% | 5% | 7.8% | -7.9% | -8.4% | - | - |
| Q4 | - | -13.3% | 14.8% | 4.1% | -15.2% | 3.8% | -6.5% | 4.2% | -2.6% | - | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -6% | -7.1% | 2% | -8.1% | -4.9% | - | - | - | - | - | - | - |
| 2021 | -1.1% | 1.9% | 2.5% | 4.8% | 2.9% | -1.4% | 1.7% | -0.3% | -5.7% | 4.5% | -7.2% | -10.5% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FHJUX | -22% | -9% | 17% | 16% | -18% | 29% | -6% | 4% | - | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -22% | -37% | 1% | -13% | -11% | 10% | -14% | 4% | - | - | - |