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Fidelity Funds - Australia A-AUD

Ranked 65 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Anita Costa

Objective

The fund aims to achieve long-term capital growth principally through investing in Australian equity securities.

Performance

Australia over : 30/06/2017 - 30/06/2018
  • Rank 65/255 Total Return
  • Rank 149/255 Standard Deviation
  • Rank 97/255 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 10.8%
2017 10.0% 4.6% -2.7% 1.0% 7.1%
2016 5.1% -4.4% 2.6% 5.8% 1.3%
2015 3.9% 8.5% -6.9% -3.4% 6.6%
2014 3.9% 1.3% -0.3% -0.7% 3.6%
2013 22.4% 10.0% -1.1% 9.0% 3.2%
2012 20.5% 8.4% -4.0% 7.9% 7.3%
2011 -10.0% 1.9% -2.3% -12.6% 3.4%
2010 0.8% 2.7% -12.0% 8.5% 2.8%
2009 41.6% -0.3% 9.4% 23.1% 5.5%
2008 -41.2% -15.7% -1.3% -8.9% -22.5%
2007 15.0% 4.7% 6.7% 5.0% -1.9%
2006 24.8% 10.3% 1.5% 0.4% 11.1%
2005 26.3% 2.8% 5.7% 11.8% 3.9%
2004 28.9% 4.6% 3.6% 6.1% 12.2%
2003 15.7% -3.7% 7.3% 6.4% 5.3%
2002 -15.3% -0.4% -8.3% -8.9% 1.8%
2001 5.4% -1.2% 9.5% -14.0% 13.2%
2000 4.1% 0.4% 4.9% -1.2% 0.1%
1999 15.0% 6.5% 0.8% -3.4% 10.9%
1998 7.5% 3.7% -5.0% -1.5% 10.7%
1997 12.6% 0.5% 12.3% 3.0% -3.2%
1996 16.1% 0.2% 3.4% 6.5% 5.2%
1995 16.3% -0.1% 5.9% 5.0% 4.7%
1994 -10.9% -2.2% -4.6% 1.8% -6.2%
1993 48.4% 7.5% 4.8% 15.4% 14.2%
1992 -4.0% -3.6% 3.0% -7.7% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Guernsey
  10. Hong Kong
  11. Iceland
  12. Ireland
  13. Italy
  14. Jersey
  15. Korea
  16. Luxembourg
  17. Macau
  18. Malta
  19. Netherlands
  20. Norway
  21. Oman
  22. Peru
  23. Portugal
  24. Qatar
  25. Singapore
  26. South Africa
  27. Spain
  28. Sweden
  29. Switzerland
  30. Taiwan
  31. United Kingdom

Fund Info

  • Launch date06/12/1991
  • Share Class size311Mn
  • Base currencyAUD
  • ISIN LU0048574536

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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