MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve a return consisting of both income and capital growth which, after all fees and expenses, exceeds the FTSE World Europe ex UK TR index over the medium to long term (defined as 5 to 10 years).

Fund Managers

Samuel Morse

Portfolio Manager Sam Morse joined Fidelity in 1990 as a Research Analyst covering pan-European retail sectors and US furniture and carpet sectors. In 1994 he became Portfolio Manager, managing several retail UK equity funds and mandates. In 1997 Sam joined M&G as Head of UK Equities. During his time at M&G, Sam was responsible for a number of retail UK Equity funds including the M&G UK Growth Fund. In June 2004, Sam re-joined Fidelity as Head of the Institutional UK Equity Team. This role incorporated developing UK equity solutions for institutional clients as well as managing UK equity portfolios. From December 2009 Sam has managed the FIF European Fund. He also took over the responsibility for managing European Values PLC from January 2011. The importance of larger cap stocks to his alpha generation, and his low fund turnover, make Sam especially suitable for managing larger mandates, due to high fund capacity. Prior to joining Fidelity, Sam spent two years working for Hoare Govett in their Far East Equity Sales team. He has an M.B.A from INSEAD, France, as well as a BA from the University of North Carolina