Fidelity Global Equity Research Enhanced UCITS ETF USD Acc (FGLS)
Category Global Large-Cap Blend Equity
This ETF can be held in an Investment ISA, SIPP and Investment Account
Sell
£7.476
Buy
£7.515
£-0.125 (-1.64%)
Prices updated at 25 Feb 2025, 09:22 GMT
| Prices minimum 15 mins delay
Prices in GBP
Investment objective
The Sub-Fund aims to achieve long-term capital growth from a portfolio primarily made up of equity securities of companies domiciled globally. The Sub-Fund will hold a portfolio of equity securities which is systematically selected and managed with the aim of outperforming the MSCI World (Net Total Return) Index over the long-term, i.e. over a period of 5 years or more. The Benchmark is designed to measure the capital gains of the larger segments of the global stock market and assumes that any cash distributions, such as dividends, are reinvested.
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.
- Key stats
- Price
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk profile
- Management
Company name
FIL Investment Management (Luxembourg) S.A., Ireland Branch
Brand name
Fidelity International
Domicile
Ireland
Legal structure
Open Ended Investment Company
UCITS
Yes
Fiscal year end
January
Lead manager
Hiten Savani
Lead start date
27 May 2020
Lead fund manager biography
Hiten Savani has over 17 years investment experience and has been closely associated with Fidelity’s systematic equity strategies since 2010 when he joined the company. In his role as Investment Director, Hiten was involved with the evolution of the Fidelity Research Strategy, including the development of the FIRST global strategies, which were launched in 2013 and the Sustainable Research Enhanced strategy. He was also involved in institutional product strategy and development. He became Portfolio Manager in 2013. Previously Hiten was a member of the Portfolio Strategy group at Goldman Sachs.
Fund manager
Daniel Swift
Manager start date
27 May 2020
Fund manager biography
Daniel Swift has been working in the investment management industry since 2012, specialising in fundamentally driven quantitative research, and quantitative portfolio construction techniques. Daniel has been involved in the FIRST range of funds since joining Fidelity in 2015, and since has become part of the Fidelity Systematic Equities team. He works extensively on strategy development and assists in the day-to-day oversight of FIRST funds and the Fidelity Sustainable Research Enhanced ETFs. Prior to Fidelity, Daniel was a graduate analyst on the QEP (Quantitative Equity Products) investment team at Schroders, assisting in the management of +$40B in pure quantitative equity funds. Daniel worked on strategy development, backtesting, and process enhancements for the range of Value & Quality driven strategies. Daniel has a Masters degree in Aeronautical Engineering from the University of Bristol. He holds the IMC (Investment Management Certificate) and is a CFA Charter holder.
Head office
George’s Quay House
43 Townsend Street
Dublin
Ireland
D02 VK65
