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

171.54p

arrow-up0.26p (+0.15%)

Fund Code

TDAMA

B92M1L4

GB00B92M1L47

Prices updated as at 27 Sep 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 Limited (T.Bailey)

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

64 St. James's Street

Nottingham

United Kingdom

NG1 6FJ

Got a question?

Get in touch

we're here to help:

+44 (0)115 988 8200

Mon-Fri 8am to 6pm

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.