WS AVI Worldwide Opportunities Fund

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There is only one type of share class for this fund.

WS AVI World Opportunities Fund ACC

Category GBP Flexible Allocation
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

604.65p

arrow-down-0.99p (-0.16%)

Fund Code

MIOBA

3183113

GB0031831133

Prices updated as at 13 May 2025
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Prices in GBX
Investment objective
The objective of the Fund is to provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Manager aims to achieve the objective of the fund by investing in a range of investment companies. These include but are not limited to; closed end investment companies, investment trusts and real estate investment trusts. The manager can also invest in collective investment schemes including open ended investment companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
Asset Value Investors Limited
Fund launch date
30 Apr 2003
Domicile
United Kingdom
UCITS
Yes
Lead manager
Nick Greenwood
Lead manager start date
30 Apr 2003
Lead fund manager biography
Nick Greenwood is the Fund Manager of MIGO Opportunities Trust and WS AVI Worldwide Opportunities Fund. He joined Asset Value Investors from Premier Miton in December 2023. He began his career in private client stock broking and was a founder member of Christows stockbroking operation in 1991. He joined the Christows Investment Trust team setting up their London office in 1995 and became lead manager in November 1997. Nick subsequently joined Premier Miton.
Fund manager
Charlotte Cuthbertson
Manager start date
18 Dec 2023
Fund manager biography
Charlotte joined AVI in July 2023 as a Fund Manager and will be co-manager of the MIGO Opportunities Trust. Charlotte has 8 years’ experience in the finance industry, with the last 5 years specialising in investment trusts. Prior to AVI she worked at Tyndall Investment Management and Premier Miton Plc. She holds a BA in Modern History from St Anne’s College, Oxford.
Head office
2 Cavendish Square
London
United Kingdom
W1G 0PU
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