Fidelity Global Property W Inc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 148.80||Day Change||GBX +1.10 (0.74%)|
|Price Date||20 Oct 2016||Crown Rating|
|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|
|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|
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.
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.