MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to provide income and long-term capital growth. Invests primarily in shares of companies from around the world. The choice of assets is guided by attractive dividend yields in addition to the potential for capital growth. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. The fund has discretion in its choices of investments within its objectives and policies.

Fund Managers

Daniel Roberts

Daniel Roberts joined Fidelity in November 2011 as a Global Equity Income Portfolio Manager.Before joining Fidelity, Daniel specialised in UK Equity Income portfolios. After working in the finance industry for seven years, Daniel started managing portfolios at Invesco in London, where he was an institutional Portfolio Manager. He joined Aviva in 2003 and worked on the Aviva UK equity Income portfolio, Aviva Distribution fund and RBS Income funds. In 2009, Daniel joined Gartmore to manage their UK Equity Income fund and ran the portfolio until the company was acquired and restructured by Henderson. Daniel holds a BSc (Honours) in Mathematics from Warwick University and the UKSIP Investment Management Certificate. He is a Chartered Accountant and a CFA Charter-holder. He is a member of the Institute of Chartered Accountants in England and Wales (ICAEW), the CFA institute and CFA UK.