Fidelity Institutional Global Focus
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.92 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.92 |
Cumulative Performance
Discrete Performance
Fund Size | 96,876,290.00 | Launch Date | 31/01/2004 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.80 |
Sector | IMA UK Equity Income | Min Investment (£) | 100,000.00 | Total Expense Ratio (%) | 0.92 |
ISIN | GB0034204569 | Min Topup (£) | 100,000.00 | Ongoing Charge (%) | 0.9200 (on 20/01/2021) |
Aims to provide long-term capital growth with the level of income expected to be low. Invests primarily in shares of companies throughout the world. Investments are concentrated in the shares of a more limited number of companies and therefore the resulting portfolio will be less diversified. 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.
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.
Name | Weight |
---|---|
Australian Equities | 0.00% |
Canadian Equities | 1.00% |
Chinese Equities | 0.00% |
Danish Equities | 0.00% |
Dutch Equities | 2.00% |
French Equities | 1.00% |
German Equities | 3.00% |
Hong Kong Equities | 1.00% |
Indian Equities | 5.00% |
Irish Equities | 0.00% |
Italian Equities | 1.00% |
Japanese Equities | 5.00% |
Money Market | 0.00% |
Peruvian Equity | 0.00% |
Polish Equities | 0.00% |
South African Equities | 1.00% |
South Korean Equities | 3.00% |
Spanish Equities | 0.00% |
Swedish Equities | 2.00% |
Swiss Equities | 2.00% |
Taiwanese Equities | 0.00% |
UK Equities | 3.00% |
US Equities | 58.00% |
Name | Weight |
---|---|
Australia | 0.00% |
Canada | 1.00% |
China | 0.00% |
Denmark | 0.00% |
France | 1.00% |
Germany | 3.00% |
Hong Kong | 1.00% |
India | 5.00% |
Ireland | 0.00% |
Italy | 1.00% |
Japan | 5.00% |
Korea | 3.00% |
Money Market | 0.00% |
Netherlands | 2.00% |
Peru | 0.00% |
Poland | 0.00% |
South Africa | 1.00% |
Spain | 0.00% |
Sweden | 2.00% |
Switzerland | 2.00% |
Taiwan | 0.00% |
UK | 3.00% |
USA | 58.00% |
Name | Weight |
---|---|
Communications | 8.00% |
Consumer Discretionary | 12.00% |
Consumer Staples | 7.00% |
Energy | 2.00% |
Financials | 13.00% |
Health Care | 10.00% |
Industrials | 7.00% |
Information Technology | 23.00% |
Materials | 8.00% |
Money Market | 0.00% |
Real Estate | 1.00% |
Utilities | 3.00% |
Name | Weight |
---|---|
MICROSOFT CORP | 2.00% |
ALPHABET INC | 1.00% |
AMAZON.COM INC | 1.00% |
APPLE INC | 1.00% |
ERICSSON NIKOLA TESLA | 1.00% |
NESTLE SA | 1.00% |
RWE AG(NEU) | 1.00% |
SAMSUNG ELECTRONICS CO | 1.00% |
SCHWAB (CHARLES) CORP | 1.00% |
UNITEDHEALTH GROUP INC | 1.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.