Sam Morse
AAA
13 Years of experience
Focus on high-quality firms at attractive prices
Current firm: Fidelity
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
10.17%
Manager Annualised Return Since Inception
6.49%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
10.17%
6.49%
3.68%
10Y
12.9%
8.4%
4.49%
5Y
8.1%
2.47%
5.62%
*Inception date: 12/1/2009
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 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.
BenchmarkMSCI Europe ex UK, Net
Class-
ISINGB00BK1PKQ95
AUM1,814,902,748.61 €
Ongoing Charges0.79%