|Bid Price||-||Offer Price||-|
|Mid Price||GBX 411.60||Day Change||GBX +0.60 (0.15%)|
|Price Date||16 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.94||Fund Size||125,745,873.06|
|Launch Date||30/01/2004||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.80||Sector||IMA UK Equity Income|
|Min Investment (£)||100,000.00||Total Expense Ratio (%)||0.94|
|ISIN||GB0034204569||Min TopUp (£)||100,000.00|
Aims to provide long-term capital growth with the level of income expected to be low. Invests primarily in shares of companies throughout the world. Has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. Investments are concentrated in the shares of a more limited number of companies and therefore the resulting portfolio will be less diversified. 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. The fund has discretion in its choices of investments within its objectives and policies. Income is accumulated in the share price. Shares can usually be bought and sold each business day of the fund. This fund may not be appropriate for investors who plan to sell their shares in the fund within 5 years. Investment in the fund should be regarded as a long-term investment.
Amit Lodha has been portfolio manager of the Fidelity Global Equities Fund since 2010 and has over 14 years of investment experience. Amit joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks. Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000. Amit completed his BA and MA in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA Charter holder.