Morningstar

Fidelity Index Europe ex UK P Accumulation

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return £2.88  /  −1.08 %
  • Fund Size £1.1B
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category Europe ex-UK Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment £500
  • Investment Status Open
  • TTM Yield 2.11%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Fidelity Index Europe ex UK P Accumulation outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Fidelity Index Europe ex UK P Accumulation’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Fidelity Index Europe ex UK P Accumulation management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Fidelity Index Europe ex UK P Accumulation’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Index Europe ex UK P Acc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
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% Portfolio Weight
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