Dhananjay Phadnis, CFA

AAA

15 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Fidelity

Professional background

Joined Fidelity in 2004. Analyst, JP Morgan.

Educational background

MBA, Finance. IIM Bangalore. Chartered Accountant. Bachelor of Commerce, Pune University.

Performance

7.6%

Manager Annualised Return Since Inception

4.05%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7.6%

4.05%

3.55%

10Y

4.34%

0.89%

3.44%

1.78%

-1.21%

2.99%

*Inception date: 4/1/2008

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue 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 Sustainable Asia Equity Fund

A fundamental, bottom-up stock selection approach, focusing on identifying high quality companies with sustainable growth prospects trading at attractive valuations.

Benchmark
MSCI Asia Ex-Japan / MSCI Emerging Asia, Net / MSCI Indonesia, Net

Class
Class Y Acc

ISIN
LU0318941159

AUM
3,013,423,431.65 €

Ongoing Charges
1.07%