Fidelity Global Property W Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 148.80 Day Change GBX +1.10 (0.74%)
Price Date 20 Oct 2016 Crown Rating 4
Shares Class Inc. Yield 2.84 %
Total Expense Ratio 0.00 Fund Size 218,539,527.97
Launch Date 05/09/2006 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 GB00BJ629381 Min TopUp (£) 250.00

Fund Objective

The fund aims to provide income and long-term capital growth. It invests primarily in shares of companies principally involved in the real estate industry and other real estate-related investments and has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. It 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.

Fund Managers

Dirk Philippa
Dirk has managed the Fidelity Global Property Fund since October 2013. He first joined Fidelity in 2004 from Salomon Smith Barney, where he had worked as an analyst and associate. He spent five years at Fidelity, first as an analyst and then as a portfolio manager and Head of European Property securities, where he managed an internal European Property Securities portfolio for three years. After 18 months at a property-focused investment boutique, Dirk re-joined Fidelity. He has an MBA from INSEAD and an MA Economics from the University of Amsterdam.