• Fidelity Advisor Europe Fund

Fidelity Investments

  • International
  • Multi-Cap
  • Growth

Fidelity Advisor Europe Fund

FHJVX

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

$30.51 ( -0.63 )

52 Week HL

$48.27 - $29.63

Net Assets

$765.7 M

Expense Ratio

0.91 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 28, 2021

Company 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

Documents

Prospectus

Fact Sheet

Q1 2022

Q3 2021

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-20 %

3 Year

-12.23%

5 Year

-10.27%

Best

28.38%
2017

Worst

-20.03%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.7% 3.3% -22.3% 10.8% -2.4% 5.8% -1.9% 5.1% - - -
Q2 -10.4% 6.3% 18.6% 3.5% -0.9% 11.5% -5% 2.9% 1.8% - -
Q3 - -4.5% 10.1% -4.9% 2.8% 4.9% 7.7% -8% -8.4% - -
Q4 - -13% 15% 4.4% -15.3% 3.7% -6.6% 4.2% -2.6% - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -2.8% -8.7% 0.6% -7.5% -5.8% - - - - - - -
2021 -1.1% 1.9% 2.5% 4.8% 2.9% -1.4% 1.6% -0.3% -5.7% 4.5% -7.3% -10.2%

+
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
FHJVX -20%-17%--18%28%-6%4%---
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -20%-1%--11%10%-14%4%---

FHJVX S&P 500

Chart +