Fund Analysis

Fidelity Funds - Global Technology Fund A-ACC-USD

The Fidelity Funds - Global Technology Fund (A-ACC-USD) seeks long-term capital growth by investing primarily in equity securities of companies globally that develop, produce, or use technology to provide goods or services.

Investment Objective

This fund provides pure-play exposure to the global technology sector, one of the most dynamic and transformative areas of the equity market. It invests across hardware, software, semiconductors, internet services, digital platforms, and companies that heavily utilize technology as a competitive advantage.

Technology as a Structural Growth Driver

Technology continues to reshape every industry — from cloud computing transforming enterprise IT, to AI revolutionizing productivity, to fintech disrupting financial services. The pace of innovation and technology adoption accelerated dramatically following the COVID-19 pandemic and continues to be driven by:

  • Artificial intelligence and machine learning
  • Cloud computing and SaaS business models
  • Semiconductor advancement (Moore’s Law successors)
  • Cybersecurity demand
  • Digital transformation of traditional industries

Key Investment Areas

  • Mega-cap platforms: Alphabet, Microsoft, Apple, Meta, Amazon
  • Enterprise software: SaaS companies with recurring revenue models
  • Semiconductors: NVIDIA, TSMC, AMD and the AI chip race
  • Asian technology: Samsung, TSMC, Tencent, Alibaba
  • Emerging tech: AI applications, quantum computing, robotics

Accumulating Share Class

The ACC share class reinvests all income for maximum compounding.

Risk Considerations

Technology sector concentration, high valuations (elevated P/E multiples), regulatory risk (antitrust, data privacy), interest rate sensitivity (growth stocks), and rapid obsolescence risk are key considerations.

Risk & Return Metrics

Share class: A-ACC-USD (Y-class proxy) | ISIN: LU1560650563 | Data: yfinance (1005 trading days, annualised at 252 days/year)

MetricDailyAnnualised
Expected Return0.0684%18.81%
Risk (Std Dev)1.2705%20.17%
MetricValue
First NAV27.0600
Last NAV49.5900
Total Return (period)83.26%
Fidelity Global Technology Thematic USD