Fidelity Global Special Situations Fund W Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
6,611.00p
-39.00p (-0.59%)
Fund Code
WGSA
B8HT715
GB00B8HT7153
Prices updated as at 04 Oct 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
- Fidelity insight
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- Charges & documents
- Dividends
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- 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 is a portfolio manager at Ninety One where she is co-portfolio manager for the Global Equity Strategy. She joined the 4Factor team in 2000 and held responsibilities including global financials sector specialist, global services sector specialist, portfolio manager for the International Equity Fund, as well as heading up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies.
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 University in 1996, after graduating with a first class degree in Natural Sciences the previous year, and is a member of the CFA® institute.
Fund manager
Tom Record
Manager start date
31 Mar 2024
Fund manager biography
Tom Record is Lead Manager of the International Equity Fund and Co-Fund Manager of the Global Equity and Global Focus funds. Tom joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for eight years, and is a member of the Liontrust Global Fundamental team. Before joining Majedie in 2014, Tom had been an Investment Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds. 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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