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Franklin Biotechnology Discovery Fund (USD) A(acc)

 
Fidelity Funds - Indonesia Fund A-USD

Name
Performance
Last NAV 57.36 22.59
Date of Valuation 2025/11/18 2025/11/18
Sharpe Ratio N/A 1.50
3-Year Risk Return Ratio 1.06 -0.28
Cumulative Performance (%)
  • 1-Month
+9.84% +7.47%
  • 3-Month
+34.62% -0.83%
  • 6-Month
+59.69% -3.09%
  • YTD
+46.14% -4.80%
  • 1-Year
+17.29% +5.40%
  • 3-Year
-17.36% +1.40%
  • 5-Year
+33.53% +5.70%
  • Since Launch
+473.60% +125.90%
Calendar Year Performance (%)
  • 2023
+17.29% +5.40%
  • 2022
-12.51% -3.10%
  • 2021
-17.36% +1.40%
  • 2020
+27.52% -8.50%
  • 2019
+33.53% +5.70%
3-Year Annualised Volatility 19.61% 15.81%
Funds Characteristics
Funds House Franklin Templeton Investments (Asia) Ltd FIL Investment Management (Hong Kong) Limited
Portfolio Manager Evan McCulloch & Wendy Lam & Akiva Felt Ajinkya Dhavale
Funds Type Equity Funds Equity Funds
Funds Size USD 1590000000 USD 212000000
Base Currency USD USD
Sector Biotechnology General
Geographic Allocation US Indonesia
Portfolio content
Top Holdings
  • 01
AMGEN INC (8.16%) BANK NEGARA INDO PT TBK (8.90%)
  • 02
REGENERON PHARMACEUTICALS INC (7.13%) TELKOM INDONESIA PERSERO TBK PT (DEMAT) (5.80%)
  • 03
VERTEX PHARMACEUTICALS INC (5.83%) BANK RAKYAT INDONESIA TBK PT (7.20%)
  • 04
INSMED INC (3.82%) BANK MANDIRI PERSERO TBK PT (7.70%)
  • 05
GILEAD SCIENCES INC (3.69%) UNITED TRACTORS TBK PT (2.80%)
  • 06
ASTRAZENECA PLC (2.92%) BANK CENTRAL ASIA TBK PT (8.80%)
  • 07
INTRA-CELLULAR THERAPIES INC (2.84%) INDOFOOD SUKSES MAKMUR TBK PT (3.60%)
  • 08
BIOGEN INC (2.74%) ASTRA INTL TBK PT (4.60%)
  • 09
MERUS NV (2.73%) MAYORA INDAH PT (3.50%)
  • 10
ARGENX SE (2.68%) INDOFOOD CBP SUKSES MAK TBK PT (3.80%)
Investments and Fees
Minimum Initial Investment USD 1000 USD 1000
Initial Sales Fee Class A: Up to 5.00%. Class B: Nil Class A – Up to 5.25% of NAV
Switching Fee Class A: 1.00%. Class B: Nil Generally up to 1% of NAV, except if you are switching from one class with no subscription fee into a class with subscription fee, you will have to pay for a switching fee of up to 5.25% of NAV
Maintenance Fee Custodian fee Class A: Up to 0.14% ( As the investment objectives and policies of this fund provide for investments in equity securities of issuers in developing countries, there may be higher possible custodian annual fees for this fund.). Custodian fee Class B: Up to 0.14%( As the investment objectives and policies of this fund provide for investments in equity securities of issuers in developing countries, there may be higher possible custodian annual fees for this fund.). Maintenance charge Class A: Up to 0.50%. Maintenance charge Class B: Up to 0.75%. Servicing charge Class A: Nil. Servicing charge Class B: 1.06%. Registrar and Transfer, Corporate, Domiciliary and Administrative Agent fee + Additional fixed amount of USD per Shareholder account at the relevant Class level Class A: Up to 0.2175%, Up to USD 30 per annum. Registrar and Transfer, Corporate, Domiciliary and Administrative Agent fee + Additional fixed amount of USD per Shareholder account at the relevant Class level Class B: Up to 0.2175%, Up to USD 30 per annum. Custodian Fee:Varies from 0.003% to 0.35% of NAV.Administration Fee:Up to 0.35% of NAV
Redemption Fee Class A: Nil. Class B: Up to 4.00% N/A
Date and others
Launch Date 2000/04/03 1994/12/05
End of Financial Year 30/06 30/04
Country of Registry Luxembourg Luxembourg
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