• Fidelity Advisor Global Real Estate Fund

Fidelity Investments

  • Global
  • Real Estate

Fidelity Advisor Global Real Estate Fund

FWRCX

Summary

The fund seeks capital appreciation 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 Invests in securities issued throughout the world, including the United States.

The team focuses on securities of companies principally engaged in the real estate industry and other real estate related investments.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then More

Price

Last Close

$11.07 ( -0.12 )

52 Week HL

$13 - $10.77

Net Assets

$522.7 M

Expense Ratio

1.65 %

Sector Allocation

May 31, 2021

Top 10 Holdings

May 28, 2021

Company Name

  • PROLOGIS INC
  • DIGITAL REALTY
  • DUKE REALTY
  • WELLTOWER INC
  • MITSUI FUDOSAN

Holding

  • 7.1
  • 4.6
  • 3.9
  • 3.1
  • 3.1

Company Name

  • MITSUBISHI ESTATE
  • VENTAS INC
  • UDR Inc
  • Instone Real
  • Equity Lifestyle
  • Total

Holding

  • 2.6
  • 2.4
  • 2.3
  • 2.3
  • 2.3
  • 33.7%

Manager

Name

Steve Buller

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-8.8 %

3 Year

6.27%

5 Year

24.07%

Best

24.03%
2022

Worst

-8.83%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.6% 4.8% -25% 14% -3.5% 1.9% - - - - -
Q2 -6.6% 10.4% 11.2% 0.9% 5.5% 3.6% -100% - - - -
Q3 - 7.8% 2.6% 4.6% 0.9% 2.4% -2.8% - - - -
Q4 - 6.2% 9.8% -1.5% -5.9% 3.9% -6% - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -4.3% -2% 5% -3.9% -3.6% - - - - - - -
2021 -1.4% 3.4% 2.7% 6.5% 2.1% 1.5% 4.5% 1.6% 1.5% -2.1% -2.5% 4.2%

+
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
FWRCX -9%24%-6%19%-12%-----
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -9%-5%-22%-9%--7%-----

FWRCX S&P 500

Chart +