Wellington FinTech Fund

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There is only one type of share class for this fund.

Wellington FinTech Fund GBP N Ac

Category Sector Equity Technology
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£15.4256

arrow-up£0.109 (+0.71%)

Fund Code

WEFNA

BGPBVB7

IE00BGPBVB76

Prices updated as at 07 May 2025
|
Prices in GBP
Investment objective
The investment objective of the Fund is to seek long-term total returns. The Investment Manager will actively manage the Fund, seeking to outperform the the MSCI All Country World Index (the "Index”) and achieve the objective, primarily through investment in companies globally that leverage technology to enhance or disrupt traditional financial services.
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
Wellington Luxembourg S.à r.l.
Fund launch date
16 Oct 2018
Domicile
Ireland
UCITS
Yes
Lead manager
Bruce Glazer
Lead manager start date
16 Oct 2018
Lead fund manager biography
Bruce L. Glazer, Senior Managing Director and Global Industry Analyst, has been involved in portfolio management and securities analysis for the Portfolio since 2003. As a global industry analyst in Global Industry Research, Bruce conducts fundamental research on the computer and business service sectors. His specific areas of analysis include data center outsourcing, transaction/information processing, information technology professional services, and temporary staffing. He got M.B.A. from University of Pennsylvania and B.A. from Cornell University. Mr. Glazer joined Wellington as an investment professional in 1997 and Began his career in 1990.
Head office
33, Avenue de la Liberté
Luxembourg
Luxembourg
L-1931
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