Waverton Global Equity A GBP

Category Global Large-Cap Blend Equity

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

Last buy/sell price

£36.78/£36.70

arrow-up£0.46 (+1.27%)

Fund Code

WVGEI

B1RMYD6

IE00B1RMYD64

Prices updated as at 22 Nov 2024

Prices in GBP

Investment objective

The investment objective of the Fund is to achieve capital growth through investment in a focused list of equities on a global basis. At least two thirds of the total assets of the Fund (without taking into account Ancillary Liquid Assets) shall be invested in ordinary shares (including ADRs, EDRs and GDRs) and preferred shares worldwide. The Fund may invest up to one third of its total assets (excluding Ancillary Liquid Assets) in Convertible Debt Securities (not exceeding 25 per cent. of the total assets of the Fund) and in fixed income securities, such as OECD government or supranational Debt Securities, corporate Debt Securities, bankers’ acceptances and commercial paper rated investment grade or better or deemed by the Investment Manager to have an equivalent rating.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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

Waverton Investment Management Ltd

Fund launch date

30 Mar 2007

Domicile

Ireland

UCITS

Yes

Fund manager

Charles Jones

Manager start date

01 Jul 2019

Fund manager biography

Charles joined Waverton in April 2014 as a Global Equity Analyst within the Waverton Global Fund team researching global equities in all sectors and regions, with other responsibilities including the creation of a stock research database and a stock analysis system. In December 2016, Charles transferred to the US equities team to research large and medium size US companies in all sectors and is a key participant in US stock selection for the company. Before joining Waverton, Charles graduated from Durham University in 2013 with a 1st Class Master’s degree in Aeronautical Engineering. He also holds the Investment Management Certificate (IMC) and is a CFA charterholder.

Fund manager

Tommy Faber

Manager start date

01 Jul 2019

Fund manager biography

Head office

16 Babmaes Street

London

United Kingdom

SW1Y 6AH

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