MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to provide long-term capital growth. Invests predominantly in equities (and equity related securities) of medium sized companies. The fund aims to hold a concentrated portfolio within a range of 40-60 securities. This means that a smaller number of holdings make up a larger percentage of the total fund. A change in the value of any of these holdings may impact the fund and the value of your investment more extensively than if the fund was made up of a larger number of holdings. 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

Amit Lodha

Amit Lodha joined Fidelity as a research analyst in our Mumbai office in 2004. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecommunications, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks.In April 2008, he was appointed Portfolio Manager of the FF Global Industrials Fund (a fund that invests across the natural resources and industrials sectors). He also managed a broader mandate – the FF Global Real Asset Securities Fund from 2009 till 2016. He took over the management of the Global Focus discipline on 1st October 2010.Prior to joining Fidelity in 2004, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000.