WAY Global Momentum Fund Institutional D Acc
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
139.15p
-0.18p (-0.13%)
Fund Code
WAGDA
B63N0B8
GB00B63N0B80
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
The objective of the Fund is to achieve long-term capital growth. The Fund aims to achieve its objective by using a systematic and low-cost approach to gain exposure to a range of developed global equity markets via investing in and regular rebalancing of exchange traded funds (or similar instruments). The strategy relies on remaining exposed to each market whilst certain trend-following signals are positive (whilst there is positive market momentum) but withdrawing to defensive assets during periods when those signals turn negative. This strategy means that the Fund will invest a minimum of 70% of its net asset value in exchange traded funds (or similar instruments) which themselves invest a minimum of 80% in equities during periods when all of the trend following signals are positive. However it also means that the Fund can invest up to 100% of its net asset value in cash and bonds during periods when all of the trend following signals are negative.
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
WAY Fund Managers Limited
Fund launch date
28 Feb 2011
Domicile
United Kingdom
UCITS
Yes
Fund manager
Christopher Moore
Manager start date
28 Feb 2011
Fund manager biography
Christopher Moore joined Fidelity in 2005 as a Pan European equity analyst working on mid cap stocks before transitioning to large-cap utility stocks. He was sector leader for natural resources, energy and utilities from 2007 to 2009, which included managing a pilot fund comprising stocks in these three sectors. Between 2009 and 2010, he was Director of Research for the emerging markets, consumer and healthcare teams. During this time, Christopher managed a model portfolio of emerging market stocks with a significant exposure to the energy and metals & mining sectors. For the last few months of 2010 Christopher focused solely on energy and metals and mining stocks.
Christopher managed the Fidelity Funds Global Industrials Fund jointly with Angel Agudo before assuming sole responsibility for the fund in April 2012.
Prior to joining Fidelity, Christopher spent two years as an Economic Consultant at Deloitte & Touche and four years as a Consultant with Arthur Andersen. He has an MBA from Said Business School, Oxford, and a BA in Philosophy, Politics & Economics from University College Oxford.
Head office
Cedar House 3 Cedar Office Park
Cobham Road
Wimborne
United Kingdom
BH21 7SB
Got a question?
Get in touch
we're here to help:
+44 1202 855856
Mon-Fri 8am to 6pm