Fidelity Global Special Situations Fund A Acc
Category Global Large-Cap Blend Equity
Last buy/sell price
6,731.00p
-18.00p (-0.27%)
Fund Code
B196XG2
GB00B196XG23
Prices updated as at 19 Nov 2024
Prices in GBX
Investment objective
The Fund aims to increase the value of investor's investment over a period of 5 years or more. The Fund will invest at least 70% in equities (and their related securities) of companies globally which could include countries considered to be emerging markets as determined by the Investment Manager at its sole discretion. The investment manager will focus on companies it believes to be undervalued and whose recovery potential is not recognised by the market. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
FIL Investment Services (UK) Ltd
Fund launch date
15 Sep 2006
Domicile
United Kingdom
UCITS
Yes
Lead manager
Christine Baalham
Lead manager start date
31 Mar 2024
Lead fund manager biography
Christine Baalham joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Christine joins us from Ninety One where she has been Co-Portfolio Manager for the flagship Global Equity Strategy since 2019. She joined Ninety One in 2000 and was a founding member of the successful 4Factor equity team. Her responsibilities included global financials sector specialist, global services sector specialist and portfolio manager for the Global Endurance Equity Fund. Christine also headed up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies and a team of PMs and analysts. In addition to her investment responsibilities, she was co-Chair of Inspire, a network promoting collaboration, talent development and advancement of women at Ninety One.
She began her career at Schroder Investment Management, where she was recruited as part of the Schroder Investment Management graduate training programme in 1996. She worked on the UK fund management desk before joining the research department as the UK insurance and tobacco analyst.
Christine gained a Master of Philosophy degree in Chemistry from Cambridge in 1996, after graduating with a first class degree in Natural Sciences the previous year. She is a member of the CFA institute.
Fund manager
Tom Record
Manager start date
31 Mar 2024
Fund manager biography
Tom record joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Tom joins us from Liontrust (Majedie Asset Management, before its acquisition in 2022), where he has managed the Liontrust Global Equities (c.100 stocks) and Liontrust Global Focus (c. 40 - 50 stocks) funds since 2014, and International Equity (ex-US) Fund since 2019, whilst also acting as Head of Global Equities to build out the Global Franchise.
Before joining Majedie, Tom was a Portfolio Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of c. $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds, including one focused on China. Tom started at Baillie Gifford as an analyst in 2002, taking on his first PM role in 2005 in Emerging Markets, followed by an International portfolio (Global ex US) from January 2006.
Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.
Head office
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey
United Kingdom
KT20 6RP
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