Overstone Global All Cap Value

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Overstone Global All Cap Value Fund J Acc

Category Global Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

289.00p

arrow-up0.90p (+0.31%)

Fund Code

TMUEA

B75M355

GB00B75M3558

Prices updated as at 01 May 2025
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Prices in GBX
Investment objective
The Fund's objective is to achieve an income and some capital growth, (net of fees) over the longer term (i.e. 5 years or more). To achieve the objective, the Fund will invest in a diversified global portfolio which may include investing up to 100% in equity markets. The Investment Manager follows a value investing strategy selecting companies that trade at a price that the Investment Manager considers to be less than their intrinsic value. Although the Fund’s investments will be geographically diversified, it will have a concentrated portfolio since it will typically have 16- 40 holdings.
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.

Growth chart of 1,000

Created with Highcharts 7.2.220202021202220232024202580010001200140016001800
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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