Brown Advisory Global Leaders Fund Sterling Class 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

£20.85

arrow-down£-0.13 (-0.62%)

Fund Code

BRLBA

BD9MKL8

IE00BD9MKL82

Prices updated as at 15 Nov 2024

Prices in GBP

Investment objective

The objective of the Fund is to achieve capital appreciation by investing primarily in global equities.Under normal circumstances, the Fund aims to achieve its investment objective by investing at least 80% of its net assets in global equity securities. The Fund also will, under normal market conditions: (1) invest at least 40% of its net assets outside the United States (including Emerging Market Countries) which may be reduced to 30% if market conditions are not favourable, and (2) hold securities of issuers located in at least three countries.

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

Brown Adv (Ireland) Limited

Fund launch date

01 May 2015

Domicile

Ireland

UCITS

Yes

Fund manager

Michael Dillon

Manager start date

01 May 2015

Fund manager biography

Mick Dillon, CFA, is the lead portfolio manager of the Brown Advisory Global Leaders strategy. He formerly worked at HSBC Global Asset Management in Hong Kong, where he was the co-head of Asian equities. Mick is originally from Australia and graduated from University of Melbourne, where he was awarded three Bachelor degrees in six years.

Fund manager

Bertie Thomson

Manager start date

12 May 2016

Fund manager biography

Bertie is a portfolio manager within the global equity team. Prior to joining Brown Advisory in October 2015, Bertie spent 13 years at Aberdeen Asset Management where he was most recently a Senior Investment Manager in the pan-European equity team.

Head office

Second Floo

5 Earlsfort Terrac

Ireland

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