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Fidelity Funds - Global Opportunities Fund Y-ACC-USD

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund Summary The fund 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. As this fund may invest globally, it may be exposed to countries considered to be emerging markets.
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 £115 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.06%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £19.9100
Buy Price £19.9100
Price Change 0%
Price Date 11th November 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 Fidelity’s 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 strategy’s 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: 0.738%

Annual Returns Currently Unavailable
Benchmark Performance
(Global Large-Cap Blend Equity)
Currently Unavailable
Time Period Cumulative Benchmark Performance
(Global Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day 0.00% +19.28% -19.28%
1 week 0.20% +4.14% -3.94%
1 month 4.13% +5.69% -1.56%
3 months 6.76% +5.90% +0.86%
6 months 8.09% +9.15% -1.06%
1 year 13.06% +9.91% +3.15%
3 years 11.43% +5.64% +5.79%
5 years 6.20% +6.34% -0.14%
10 years 7.68% +4.46% +3.22%
YTD 23.59% +0.27% +23.32%
Since inception 6.27% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Fidelity ILF - USD A Acc IRL 3.49%
NextEra Energy Inc USA 2.44%
JPMorgan Chase & Co USA 2.32%
Microsoft Corp USA 2.27%
Roche Holding AG Dividend Right Cert. CHE 2.22%
Edison International USA 2.15%
T-Mobile US Inc USA 1.96%
Discover Financial Services USA 1.95%
Heineken NV NLD 1.93%
Santen Pharmaceutical Co Ltd JPN 1.91%

Currently unavailable