Fidelity Funds - China Focus Fund Y-DIST-GBP
Category China Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.126
£0.039 (+1.87%)
Fund Code
YCFA
B51RX72
LU0457959939
Prices updated as at 17 Mar 2025
|
Prices in GBP
Investment objective
The fund aims to achieve capital growth over time. The fund invests at least 70% of its assets, in equities of companies listed in China and Hong Kong, as well as in equities of non-Chinese companies which do most of their business in China. China is considered to be an emerging market. The fund may also invest in money market instruments on an ancillary basis. In actively managing the fund, the Investment Manager considers growth and valuation metrics, company financials, return on capital, cash flows and other measures, as well as company management, industry, economic conditions, and other factors.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | China Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 5.28 | 0.67 |
| 31 Dec 15 - 31 Dec 16 | 24.24 | 16.52 |
| 31 Dec 16 - 31 Dec 17 | 29.93 | 31.49 |
| 31 Dec 17 - 31 Dec 18 | -6.17 | -14.98 |
| 31 Dec 18 - 31 Dec 19 | 11.02 | 19.70 |
| 31 Dec 19 - 31 Dec 20 | -3.87 | 33.92 |
| 31 Dec 20 - 31 Dec 21 | -2.53 | -14.81 |
| 31 Dec 21 - 31 Dec 22 | 9.99 | -15.78 |
| 31 Dec 22 - 31 Dec 23 | -10.63 | -20.38 |
| 31 Dec 23 - 31 Dec 24 | 11.08 | 14.30 |
Trailing returns (%)
| Year | This fund | China Equity |
|---|---|---|
| 1 Day | 1.87 | 0.38 |
| 1 Month | 5.25 | 2.83 |
| 3 Months | 13.15 | 14.92 |
| 6 Months | 34.81 | 37.21 |
| 1 Year | 25.98 | 28.85 |
| 3 Years annualised | 6.91 | 0.21 |
| 5 Years annualised | 5.15 | 0.93 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
