Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Fidelity European Mlt-Asst Inc A MCDGEUR (Reinvest)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2026.04.30
[{"name":"LIFFE (FINL TIMES-SE 100 INDEX) 11100 CALL 06/2026 317996 FINANCIAL TIMES 1","y":12.92},{"name":"Put On Euro Stoxx 50 Jun26","y":4.12},{"name":"Call On Euro Stoxx 50 May26","y":3.35},{"name":"Put On Euro Stoxx 50 May26","y":3.29},{"name":"CFD on SIX SMI PR CHF","y":3.28},{"name":"Global X Eurp Infras Devpmt ETF EUR Acc","y":3.05},{"name":"UBS CFD (MSCI GREECE INDEX) C00328 MSCI GREECE INDEX KEL622000","y":2.74},{"name":"Euro Bobl Future June 26","y":2.71},{"name":"MS INVF Emerging Mkts Corp Debt SX","y":2.55},{"name":"TotalEnergies SE","y":1.64}]
Item
Percentages
1. LIFFE (FINL TIMES-SE 100 INDEX) 11100 CALL 06/2026 317996 FINANCIAL TIMES 1
12.92
2. Put On Euro Stoxx 50 Jun26
4.12
3. Call On Euro Stoxx 50 May26
3.35
4. Put On Euro Stoxx 50 May26
3.29
5. CFD on SIX SMI PR CHF
3.28
6. Global X Eurp Infras Devpmt ETF EUR Acc
3.05
7. UBS CFD (MSCI GREECE INDEX) C00328 MSCI GREECE INDEX KEL622000
2.74
8. Euro Bobl Future June 26
2.71
9. MS INVF Emerging Mkts Corp Debt SX
2.55
10. TotalEnergies SE
1.64
Fund Information
Data Updated On 2026.06.10
Investment Objective
The fund aims to provide income over time. The fund invests at least 70% of its assets in equities and debt securities of issuers that are listed, headquartered, or do most of their business in Europe, and European governments.
Key Facts
ISIN
LU1509826423
Asset Class
Multi Asset Fund
Fund Category
EUR Moderate Allocation
Geography
Europe
Risk Rating
Medium
Morningstar Rating
Currency
EUR
Fund Size
USD 425,163,212.00
Price
8.08
Nav Date
2026.06.09
Change(%)
-0.23
Net Asset Value
8.08
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.35
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2026.06.01
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
FIL Investment Management (Hong Kong) Limited
Establish Date
2016.11.22
Fund Manager
Mario Baronci
Fund Manager (Start Date)
2026.04.01
Fund Manager Intro
--
Cost
Max Handling Fee(%)
--
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
1.50
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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