Fund Analysis

Fidelity Funds - Future Connectivity Fund A-ACC-USD

The Fidelity Funds - Future Connectivity Fund (A-ACC-USD) is a thematic equity fund that seeks long-term capital growth by investing in companies globally that are involved in or benefiting from the development and proliferation of connectivity technologies, including 5G, the Internet of Things (IoT), cloud computing, and related infrastructure.

Investment Objective

The fund targets companies across the connectivity value chain — from semiconductor manufacturers and network equipment providers to software companies and digital services that benefit from ubiquitous connectivity. This is a high-conviction thematic fund focused on a structural, multi-decade growth trend.

Connectivity Megatrend

The global rollout of 5G networks, expansion of IoT devices, edge computing, satellite internet, and smart city infrastructure represent a once-in-a-generation infrastructure buildout. Companies positioned along this value chain stand to benefit enormously from:

  • Exponential growth in connected devices
  • Increasing data consumption
  • Enterprise digital transformation
  • Autonomous vehicles and smart manufacturing

Key Investment Areas

  • Semiconductor companies (chips for 5G and IoT)
  • Network infrastructure (towers, fiber, equipment)
  • Cloud computing platforms
  • Enterprise software benefiting from connectivity
  • Consumer devices and services

Accumulating Share Class

The ACC share class reinvests income, maximizing long-term compounding.

Risk Considerations

Thematic funds are inherently concentrated and can underperform broader markets during periods when the specific theme is out of favour. Technology sector volatility, regulatory risk, and valuation risk are key considerations.

Risk & Return Metrics

Share class: A-ACC-USD | ISIN: LU2247934214 | Data: yfinance (1005 trading days, annualised at 252 days/year)

MetricDailyAnnualised
Expected Return0.0339%8.91%
Risk (Std Dev)1.2399%19.68%
MetricValue
First NAV10.1700
Last NAV13.2300
Total Return (period)30.09%
Fidelity Technology Connectivity Thematic USD