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Fidelity Funds - Global Opportunities Fund Y-ACC-USD

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Fidelity
Fund Summary Aims to provide investors with long-term capital growth, primarily through investment in the equity securities of companies throughout the world in industry sectors including, but not limited to Consumer Industry, Financial Services, Health Care, Industrials, Natural Resources, Technology and Telecommunication.
SEDOL code B39YVH7
ISIN LU0370789488
Fund code YGLS
Managers Hiten Savani, Matt Jones
Manager Tenure 4 years
Morningstar Category Global Large-Cap Blend Equity
Fund Size £121 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.07%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £18.47
Buy Price £18.47
Price Change +1.2055%
Price Date 16th August 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible No
SIPP Eligible No
Inception Date 14th July 2008
Fund Status OPEN
Hiten Savani is the Co-Portfolio Manager of the Fidelity Research Strategy (FIRST) range of strategies. He has been closely associated with Fidelitys range of research-driven equity strategies since 2010 when he joined the company as Investment Director. In this role, Hiten was involved with the FIRST strategys design and worked closely with our global client base. He was also involved in institutional product strategy and development. He became Co-Portfolio Manager in 2013.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +10.09% +8.15% +20.99% +9.23% +8.00% +4.12% +21.72% +0.88% +15.82% +27.46%
Benchmark Performance
(Global Large-Cap Blend Equity)
+9.67% +7.56% +22.13% +10.22% +5.44%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day 0.95% -0.17% +1.12%
1 week -1.49% +2.44% -3.93%
1 month -2.94% +3.20% -6.14%
3 months 4.16% +5.66% -1.50%
6 months 9.54% +7.95% +1.59%
1 year 6.64% +3.26% +3.38%
3 years 34.43% +42.95% -8.52%
5 years 71.48% +60.47% +11.01%
10 years 194.01% +167.68% +26.33%
YTD 20.25% +13.64% +6.61%
Since inception 202.98% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Microsoft Corp USA 2.60%
NextEra Energy Inc USA 2.43%
JPMorgan Chase & Co USA 2.23%
Roche Holding AG Dividend Right Cert. CHE 2.17%
SAP SE DEU 2.10%
Heineken NV NLD 2.01%
Fidelity ILF - USD A Acc IRL 1.93%
Edison International USA 1.93%
Discover Financial Services USA 1.89%
Merck & Co Inc USA 1.85%

Currently unavailable