Sam Morse

AAA
11 Years of experience

Professional background

Joined Fidelity in 1990. Head of Equities, M&G. Re-joined Fidelity in 2004.

Educational background

MBA, Insead. Degree in Economics and English. University of North Carolina, Chapel Hill.

Performance

11.58%

Manager Annualised Return Since Inception

8.65%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

11.58%
8.65%
2.93%

10Y

13.3%
10.09%
3.21%

5Y

13.12%
10.50%
2.62%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Fidelity European Trust
The strategy employs an active, bottom-up stock picking approach, which focuses on finding attractively-valued companies that can deliver sustainable dividend growth over time.
Benchmark
MSCI Europe ex UK, Net
Class
-
ISIN
GB00BK1PKQ95
AUM
£ 1,574,730,000
Ongoing Charges
0.86%