Fidelity Fund Research

Fidelity Fund Analysis

In-depth analysis and research notes on mutual funds, ETFs, and investment trusts.

Portfolio construction / MPT

Fidelity fund coverage risk / return map

Annualised return versus annualised volatility. Point colour denotes excess return per unit of risk using a 3.00% annual risk-free hurdle.

33displayed
observations

Higher Sharpe Neutral Sharpe Lower Sharpe Capital Market Line Efficient frontier

The project dataset supplies annualised expected return and annualised standard deviation fields. The common MPT display applies a 3.00% annual hurdle; fields missing from the source are excluded.

Finance

Fidelity Fund Analysis

All Funds 82

Fidelity Funds - America Fund A-ACC-USD

Fidelity Funds - ASEAN Fund A-ACC-HKD

Fidelity Funds - Asia Pacific Dividend Fund A-MCDIST(G)-HKD

Fidelity Funds - Asia Pacific Opportunities Fund A-ACC-USD

Fidelity Funds - Asia Pacific Strategic Income Fund A-ACC-USD

Fidelity Funds - Asian Bond Fund A-ACC-USD

Fidelity Funds - Emerging Market Corporate Debt Fund A-ACC-USD

Fidelity Funds - Europe Equity ESG Fund A-ACC-Euro

Fidelity Funds - European Dividend Fund A-ACC-Euro

Fidelity Funds - FIRST All Country World Fund A-USD

Fidelity Funds - Global Consumer Brands Fund A-ACC-USD

Fidelity Funds - Global Dividend Fund A-ACC-USD

Fidelity Funds - Global Dividend Plus Fund A-USD

Fidelity Funds - Global Focus Fund A-USD

Fidelity Funds - Global Healthcare Fund A-ACC-USD

Fidelity Funds - Global Income Fund A-ACC-USD

Fidelity Funds - Global Multi Asset Dynamic Fund A-ACC-HKD

Fidelity Funds - Global Short Duration Income Fund A-ACC-USD

Fidelity Funds - Global Technology Fund A-ACC-USD

Fidelity Funds - Global Thematic Opportunities Fund A-USD

Fidelity Funds - Japan Equity ESG Fund A-JPY

Fidelity Funds - Japan Value Fund A-ACC-JPY

Fidelity Funds - Pacific Fund A-USD

Fidelity Funds - World Fund A-ACC-USD

Fidelity Funds - Euro Cash Fund A-Euro

Fidelity Funds - UK Special Situations Fund A-GBP

Fidelity Funds - US Dollar Cash Fund A-ACC-USD

Fidelity Funds - Switzerland Fund A-ACC-CHF

Fidelity Funds - Asia Equity ESG Fund A-ACC-USD

Fidelity Funds - Asian Special Situations Fund A-ACC-USD

Fidelity Funds - China Consumer Fund A-ACC-HKD

Fidelity Funds - China High Yield Fund A-ACC-USD

Fidelity Funds - China Innovation Fund A-ACC-HKD

Fidelity Funds - China RMB Bond Fund A-ACC-USD

Fidelity Funds - Emerging Markets Equity ESG Fund A-ACC-USD

Fidelity Funds - Emerging Markets Fund A-ACC-USD

Fidelity Funds - European Growth Fund A-ACC-Euro

Fidelity Funds - European High Yield Fund A-ACC-Euro

Fidelity Funds - Global Multi Asset Income Fund A-ACC-USD

Fidelity Funds - Global Multiple Opportunities Fund A-USD

Fidelity Funds - Global Value Fund A-ACC-USD

Fidelity Funds - Greater China Fund A-USD

Fidelity Funds - Indonesia Fund A-USD

Fidelity Funds - Latin America Fund A-USD

Fidelity Funds - Sustainable Eurozone Equity Fund A-ACC-Euro

Fidelity Funds - Thailand Fund A-USD

Fidelity Funds - US Equity Fund A-USD

Fidelity Funds - Water & Waste Fund A-ACC-USD

Fidelity Funds 2 - Focused Stock Fund A-ACC-USD

Fidelity Funds 2 - Global Discovery Fund A-ACC-USD

Fidelity Funds - Global Bond Fund A-ACC-USD

Fidelity Funds - Italy Fund A-Euro

Fidelity Funds - Germany Fund A-ACC-Euro

Fidelity Funds - European Dynamic Growth Fund A-ACC-Euro

Fidelity Funds - Global Industrials Fund A-Euro

Fidelity Funds - Technology Opportunities Fund A-ACC-USD

Fidelity Funds - India Focus Fund A-USD

Fidelity Funds - Fidelity Target™ 2025 Fund A-Euro

Fidelity Funds - Fidelity Target™ 2030 Fund A-Euro

Fidelity Funds - US Dollar Bond Fund A-ACC-USD

Fidelity Funds - Euro Bond Fund A-ACC-Euro

Fidelity Funds - US High Yield Fund A-ACC-USD

Fidelity Funds - Iberia Fund A-ACC-Euro

Fidelity Funds - Euro 50 Index Fund A-ACC-Euro

Fidelity Funds - Asian High Yield Fund A-ACC-USD

Fidelity Funds - Emerging Asia Fund A-ACC-HKD

Fidelity Funds - Nordic Fund A-ACC-SEK

Fidelity Funds - European Smaller Companies Fund A-ACC-Euro

Fidelity Funds - Global Inflation-linked Bond Fund A-ACC-USD

Fidelity Funds - Asian Smaller Companies Fund A-ACC-USD

Fidelity Funds - China Focus Fund A-ACC-HKD

Fidelity Funds - Global Financial Services Fund A-USD

Fidelity Funds - Global Demographics Fund A-ACC-USD

Fidelity Funds - Flexible Bond Fund A-ACC-GBP

Fidelity Funds - Global Multi Asset Growth & Income Fund A-ACC-USD

Fidelity Funds - Institutional Emerging Markets Equity Fund I-ACC-USD

Fidelity Funds - Japan Growth Fund I-ACC-JPY