Seguimiento de Fidelity Funds Global Technology Fund

Hola,

querría contratar este fondo de Fidelity: ISIN LU0099574567 (FIDELITY FUNDS-GLOBAL TECHNOLOGY FUND A-DIST-EUR).

¿Alguien sabe dónde lo podría contratar?.

Un saludo.

Cartera de Fidelity Funds Global Technology Fund

The fund (A-Euro) returned 5.0%, versus 7.9% for the index in the third quarter. Underweight in the IT services and software segments contributed to the positive absolute performance,
but these gains were offset by weakness in selected stocks within the technology hardware, storage & peripherals and semiconductors & semiconductor equipment segments.
Notable detractors
The underweight in Apple, where valuations do not fully reflect regulatory risk, was the largest detractor from returns, as the consumer technology company continued to see demand
for its products online despite the lockdowns. The holding in aerospace & defence group Rolls-Royce, which is a highly technologically/engineering focused company, was negatively
impacted by aviation industry disruptions caused by the COVID-19 pandemic which has weakened its near-term outlook. The company has a strong management team and its
reorganisation is progressing well and is forecast to deliver at least US$1.63 billion in annual pre-tax cash savings by the end of 2022.
Key contributors in Japan
Holdings in Japan were among the key contributors during the quarter. Renesas Electronics, a semiconductor manufacturer which provides automotive solutions outperformed as
global automobile production continued to recover, supported by government stimulus measures. Japanese internet company Z Holdings was another leading contributor to
performance, as it continues to benefit from positive trends in the e-commerce industry. Investors are optimistic as its upcoming acquisition synergies could potentially offer value
creation and strengthen its settlement operations in the fintech space.
I continue to employ a fundamental, bottom-up approach, and focus on structural technological developments to identify companies that are well positioned to harness growth.
Innovation in the sector offers many investible themes. Autonomous and electric vehicles, artificial intelligence and robotics are at the initial stage of development; semiconductors are
enablers of such technology. Structural global growth in internet usage and e-commerce persists, with a significant increase in mobile internet traffic. On the enterprise side, structural
investment in IT is robust. The combination of big data and the internet of things (IoT) means that IT is being integrated into an increasing range of smart devices. IoT and big data
technology are enabling a revolution in automated production (Industrial Revolution 4.0). The fund remains overweight internet and gaming names and underweight areas like
software and IT services.
Key portfolio changes
During the quarter, I bought a new position in Salesforce.com, the leader in customer relationship management (CRM) and SaaS (software as a service), which should continue to see
growth at scale and compound over time. It is a leading player in many of the most meaningful areas of enterprise software yet is still underpenetrated in terms of cross selling its
suite of products and across international markets. A new position was also initiated in Uber Technologies, a leading provider of ridesharing and transportation services. The company
has a strong focus on profitability and capital allocation gives management credibility

Ficha mensual del fondo: https://www.fidelityinternational.com/legal/documents/en/MPR.en.xx.LU0594300419.pdf?ref=LU0594300096

Buenas,

Tengo el
Fidelity Global Technology E-Acc-Eur  en Renta 4
es normal que me cobren una comisión de reembolso del 13% ???

Hola normal no es, debe de haber algún tipo de error, consulta con R4
Saludos, feliz año

Aclarado, no hay comisión de reembolso, era el irpf de hacienda directamente al venderlo.
Gracias

Informe mensual

Hola, ¿puedes hace otra captura con más definición? no se ve nada.
Gracias