Fidelity Allocator World N Acc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 156.90 Day Change GBX +1.00 (0.64%)
Price Date 26 May 2017 Crown Rating 5
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.25 Fund Size 24,000,000.00
Launch Date 21/01/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.25 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.25
ISIN GB00BC7GXD89 Min TopUp (£) 250.00

Fund Objective

The Fund aims to provide long term capital growth through exposure to global equities. The Fund will primarily invest into index tracking funds (which may include funds managed by Fidelity) with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.

Fund Managers

Nick Peters
Nick Peters is Portfolio Manager in the Investment Solutions Group. Nick has 20 years of industry experience and joined Fidelity in 2012. Prior to joining Fidelity, Nick was a member of the multi-manager team at Barclays Wealth, responsible for UK and European Equities. He joined Barclays in 2010 from BAE Systems Pension Fund where he was responsible for the fund's external managers across asset classes. Prior to joining BAE Systems in 2009, Nick was an Equity Portfolio Manager at Henderson Global Investors. He was a Director within the Multi Strategy Equity team. He joined AMP Asset Management (which later merged with Henderson) in 1993. Nick holds a BA (Hons) in Economics and Statistics from Exeter University and is a Fellow of the Institute of Chartered Accountants in England & Wales (ICAEW).