Fidelity Asia Pacific Opportunities

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 144.60 Day Change GBX +1.00 (0.70%)
Price Date 9 Dec 2016 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 51,000,000.00
Launch Date 24/09/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BQ1SWL90 Min TopUp (£) 250.00

Fund Objective

Aims to provide long-term capital growth. Invests primarily in shares of companies having their head office or exercising a main part of their activity in the Asia Pacific region excluding Japan. Investments are concentrated in the shares of a more limited number of companies and therefore the resulting portfolio will be less diversified. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. The fund has discretion in its choices of investments within its objectives and policies. Has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. Income is accumulated in the share price. Shares can usually be bought and sold each business day of the fund. This fund may not be appropriate for investors who plan to sell their shares in the fund within 5 years. Investment in the fund should be regarded as a long-term investment.

Fund Managers

Anthony Srom
Anthony Srom has more than 17 years of investment experience in the Asia Pacific region. He joined Fidelity in 2006 as an investment analyst and is based in Singapore. Anthony was appointed portfolio manager of the Fidelity Thailand Fund in 2008, before managing an internally funded Asia Pacific ex-Japan Pilot Fund between March 2012 and June 2014, where he developed a strong performance record. In June 2014, Anthony took over the management of the Fidelity Asian Aggressive Fund and he has managed the Fidelity Asia Pacific Opportunities Fund since its launch in September 2014. Prior to joining Fidelity, Anthony worked as an analyst at Deutsche Bank (1997-2002), Goldman Sachs (2002-2004) and ABN Amro (2004-2006) in Australia. He graduated from Bond University in Australia and is a CFA Charterholder.