Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR

Ranked 1 out of 5 in - Global Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Peter Khan

Peter Khan is portfolio manager of the Euro short-term bond fund at Fidelity International based in London. He joined the firm in 2000 and has been responsible for Euro fixed income portfolios since 2009 and is currently responsible for SUS632 million of assets under management. Prior to joining Fidelity, he was head of trading at Bayerische Hypo-und Vereinsbank. Peter graduated with an MBA from the NYU Stern School of Business and UC Berkeley College of Letters and Sciences.

Objective

This fund seeks to deliver an attractive income whilst maintaining an average duration of investments that does not exceed three years. The fund primarily invests in a portfolio of global fixed income securities, including, but not limited to, investment grade corporate bonds and government bonds of varying maturities, and high yield bonds and emerging market debt denominated in various currencies.

Showing fund performance in Norway View performance globally

Performance

Global Short Term over : 30/09/2017 - 30/09/2018
  • Rank 1/5 Total Return
  • Rank 5/5 Standard Deviation
  • Rank 5/5 Max Drawdown
Fund Name Currency Return
1 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

1.1%

2 LO Funds - Ultra Low Duration EUR MA EUR

-0.3%

3 AXA WF Global Short Duration Bonds G C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

4 JPM Global Govt Short Duration Bd A Acc EUR EUR

-1.5%

5 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

Fund Name Currency Risk
1 LO Funds - Ultra Low Duration EUR MA EUR

0.1

2 JPM Global Govt Short Duration Bd A Acc EUR EUR

0.3

3 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

4 AXA WF Global Short Duration Bonds G C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

5 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

6.0

Fund Name Currency Loss
1 LO Funds - Ultra Low Duration EUR MA EUR

-0.3%

2 AXA WF Global Short Duration Bonds G C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

3 JPM Global Govt Short Duration Bd A Acc EUR EUR

-1.5%

4 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

5 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

-5.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 5.9% 1.3%
2017 -6.8% 1.6% -3.3% -1.7% -3.4%
2016 1.7% -1.0% 1.3% -0.4% 1.8%
2015 -0.6% 7.2% -3.0% -5.8% 1.5%
2014 4.9% 0.9% 1.4% 3.0% -0.3%
2013 -7.9% -0.1% -5.4% -0.4% -2.2%
2012 3.4% 0.9% 2.5% 1.3% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Iceland
  7. Italy
  8. Luxembourg
  9. Malta
  10. Netherlands
  11. Norway
  12. Portugal
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date19/12/2011
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU0718465395

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment3.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).