Fidelity Institutional UK Specialis

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 182.00 Day Change GBX -0.50 (-0.27%)
Price Date 13 Oct 2015 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.03 Fund Size 2,000,000.00
Launch Date 28/11/2005 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.80 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 1.03
ISIN GB00B0QMD552 Min TopUp (£) 100,000.00

Fund Objective

The Fundaims to provide long-term capital growth with the level of income expected to be low. It invests primarily in the shares of companies in the UK.

Fund Managers

James Griffin
James Griffin is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1995, when he joined as a research analyst covering the European pharmaceutical, healthcare, consumer & sporting goods sectors. In January 1999 James became a portfolio manger within the UK Pension Team. In December 2009 James took on the management responsibility for FIF MoneyBuilder Growth Fund, FIF Growth & Income Fund and FF United Kingdom Fund. He continues to manage his institutional accounting.