WS Amati Global Innovation Fund B Accumulation
Category Global Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.3067
£0.006 (+0.42%)
Fund Code
TBIBA
BKVF3N7
GB00BKVF3N76
Prices updated as at 13 Dec 2024
Prices in GBP
Investment objective
The Fund aims to provide capital growth over the long term (periods of 5 years or more). At least 80% of the Fund will be invested in shares or equity related securities issued by companies listed on global equity markets (including emerging markets) that create value from innovative products, services and business models that address key challenges facing businesses, consumers and societies at large. These will include traditional areas of innovation such as information technology, communication, healthcare and industrials as well as new areas of innovation addressing incremental business and societal development challenges, which the Investment Manager considers to be strategic in character, given the transformative opportunities.
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
Amati Global Investors Ltd
Fund launch date
23 May 2022
Domicile
United Kingdom
UCITS
Yes
Fund manager
Mikhail Zverev
Manager start date
23 May 2022
Fund manager biography
Mikhail Zverev, Portfolio Manager and Head of Global Equities, leading a team of six portfolio managers. Mikhail was formerly Head of Global Equities at Standard Life Investments (SLI), where he also served as portfolio manager on a number of funds. Prior to joining SLI he began his career in 1998 at Trigon Capital as an analyst in investment banking. Mikhail holds a MSc in Accounting and Finance from the London School of Economics and a BSc in Physics from the Petersburg State Technical University. He is also a holder of the IMC and is a CFA charterholder.
Fund manager
Graeme Bencke
Manager start date
23 May 2022
Fund manager biography
Mr. Bencke joined PineBridge in 2005 and is a Vice President and Head of the European Large Cap Equity Team based in London. Prior to joining PineBridge Investments, he spent eight years as a Portfolio Manager at F&C Asset Management. Before that, he spent six years as a pilot in the Royal Air Force. Mr. Bencke has a First Class BSc with Honours in Business Management from Royal Holloway University of London. He is an Associate of the CFA Institute and the CFA Society of the UK.
Head office
Amati Global Investors Limited
18 Charlotte Square
Edinburgh
United Kingdom
EH2 4DF
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