WS Calibre Equity Fund B Accumulation

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

179.54p

arrow-up0.93p (+0.52%)

Fund Code

TDAMA

B92M1L4

GB00B92M1L47

Prices updated as at 15 Nov 2024

Prices in GBX

Investment objective

The Calibre Equity Fund aims to achieve capital growth over the long term (periods of 5 years or more).The Fund invests in a range of collective investment schemes and investment trusts (“funds”). Through these, the Fund will be predominantly exposed (at least 80%) to a diversified global portfolio of shares of companies anywhere in the world.

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

Doherty PIC Ltd (DPIC)

Fund launch date

01 Jun 2009

Domicile

United Kingdom

UCITS

Yes

Fund manager

Matt Gray

Manager start date

23 Apr 2021

Fund manager biography

Matt has been involved in reviewing and managing client investment portfolios since 2013. He also developed a course on intelligent investing which he has tutored at Queen’s University, Belfast since 2017. A keen student of investment wisdom, Matt places high importance on investment philosophy, psychology and discipline. Following successes managing responsible investment and global equity portfolios, Matt formally established the Calibre Equity Fund as a model in 2017, the results of which resulted in the Calibre strategy taking over from an existing multi-asset mandate on 23rd of April 2021. Matt has invested his entire pension in the Calibre Equity Fund as well as other personal and family investments. Matt holds a first class honours degree in Business with Environmental Science from Ulster University and received the Investment Advice Diploma in 2020. He is an Associate of the Chartered Institute for Securities and Investment.

Head office

114-116 Royal Avenue Belfast, BT1 1DL. DPIC’s FSA

Belfast

United Kingdom

BT1 1DL

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