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Fidelity Funds - Asian Special Sits A-USD(SGD)

Ranked 113 out of 405 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Suranjan Mukherjee

Suranjan Mukherjee is a portfolio manager at Fidelity Worldwide Investment in Singapore. He joined Fidelity in London in 2004 as a research analyst and moved to the Singapore office in 2009 as director of research. Suranjan manages Asian equity strategies using a long-short investment style. Suranjan gained his MBA from the INSEAD Indian Institute of Management and the Indian Institute of Technology.

Objective

The fund invests principally (at least 70%) in special situations stocks and smaller growth companies in Asia, excluding Japan. Up to 25% of the portfolio can consist of investments other than special situations stocks and smaller growth companies. The fund may invest its net assets directly in China A and B Shares. The fund may use derivatives.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Excluding Japan over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 41.3% 13.8% 8.8% 6.5% 7.1%
2016 7.1% 2.1% 3.0% 10.9% -8.1%
2015 -4.9% 5.3% 1.8% -15.3% 4.8%
2014 6.1% -0.9% 7.2% -1.5% 1.4%
2013 7.1% 0.7% -3.1% 5.8% 3.8%
2012 17.7% 10.9% -4.2% 5.7% 4.8%
2011 -17.0% -0.3% 0.6% -20.6% 4.2%
2010 20.8% 0.6% -6.3% 18.2% 8.4%
2009 63.8% -0.7% 29.3% 18.4% 7.8%
2008 -46.3% -13.4% -4.2% -22.7% -16.2%
2007 36.8% 0.0% 16.4% 17.0% 0.4%
2006 39.6% 9.6% 1.5% 5.8% 18.6%
2005 26.3% 2.9% 3.3% 11.1% 7.0%
2004 16.3% 7.5% -10.2% 5.8% 13.8%
2003 43.8% -9.3% 22.9% 14.7% 12.5%
2002 -10.7% 10.0% -6.6% -13.6% 0.6%
2001 -6.2% -5.1% -0.7% -22.8% 29.0%
2000 -30.4% 9.8% -13.1% -16.0% -13.1%
1999 102.3% 3.0% 49.3% -7.8% 42.8%
1998 -5.3% 11.5% -29.4% -4.2% 25.5%
1997 -38.0% -2.2% 9.3% -14.9% -31.8%
1996 13.2% 10.8% 0.6% -0.1% 1.6%
1995 8.5% -4.1% 11.8% -0.8% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Finland
  3. France
  4. Luxembourg
  5. Netherlands
  6. Singapore
  7. Sweden
  8. United Kingdom

Fund Info

  • Launch date03/10/1994
  • Base currencyUSD

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).