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Fidelity Funds - World Fund Y-acc-usd (0P00013MAR)
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27/12 - Fermé. Devise en USD
- Rating de Morningstar:
- Actif total: 47,51M
Type:
Fonds
Marché:
Luxembourg
Emetteur:
Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:
LU1084165486
Catégorie d'actif:
Action
Fidelity Funds - World Fund Y-Acc-USD
24,780
-0,270
-1,08%
Vue d'ensemble 0P00013MAR
Sur cette page vous trouverez un profil détaillé de Fidelity Funds - World Fund Y-acc-usd. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P00013MAR entre autres informations.
Actif total
47,51M
Dépenses
1,04%
Date de création
17/07/2014
Stratégie d’investissement
Fidelity Funds World Fund, anciennement connu sous le nom de Capital Builder World Fund, vise à réaliser une croissance à long terme du capital à partir d´un portefeuille d´actions couvrant l´ensemble des marchés internationaux. L´allocation d´actifs est basée sur l´attrait relatif des marchés individuels mais ne devrait pas s´écarter de manière significative des pondérations de l´indice de référence. En règle générale, le fonds dispose d´un large éventail de participations.
Contact
Adresse
Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Kronberg im Taunus,Madrid 61476
Germany
Téléphone
+ 49 (0) 800 000 65 66
Fax
+ 352 26 38 39 38
Web
www.fidelity.de
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Tom Record | Investment Manager | 2024 | Maintenant |
| Biographie | Tom record joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Tom joins us from Liontrust (Majedie Asset Management, before its acquisition in 2022), where he has managed the Liontrust Global Equities (c.100 stocks) and Liontrust Global Focus (c. 40 - 50 stocks) funds since 2014, and International Equity (ex-US) Fund since 2019, whilst also acting as Head of Global Equities to build out the Global Franchise. Before joining Majedie, Tom was a Portfolio Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of c. $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds, including one focused on China. Tom started at Baillie Gifford as an analyst in 2002, taking on his first PM role in 2005 in Emerging Markets, followed by an International portfolio (Global ex US) from January 2006. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder. | ||
| Christine Baalham | - | 2024 | Maintenant |
| Biographie | Christine Baalham joined Fidelity International in February 2024 and will start co-portfolio management responsibilities on Global Special Situations / World strategy w.e.f. 1 April 2024. Christine joins us from Ninety One where she has been Co-Portfolio Manager for the flagship Global Equity Strategy since 2019. She joined Ninety One in 2000 and was a founding member of the successful 4Factor equity team. Her responsibilities included global financials sector specialist, global services sector specialist and portfolio manager for the Global Endurance Equity Fund. Christine also headed up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies and a team of PMs and analysts. In addition to her investment responsibilities, she was co-Chair of Inspire, a network promoting collaboration, talent development and advancement of women at Ninety One. She began her career at Schroder Investment Management, where she was recruited as part of the Schroder Investment Management graduate training programme in 1996. She worked on the UK fund management desk before joining the research department as the UK insurance and tobacco analyst. Christine gained a Master of Philosophy degree in Chemistry from Cambridge in 1996, after graduating with a first class degree in Natural Sciences the previous year. She is a member of the CFA institute. | ||
| Jeremy Philip Elliot Podger | Portfolio Manager | 2014 | 2024 |
| Biographie | Jeremy joined Fidelity in February 2012 and manages the Fidelity Global Special Situations Fund. He has been managing global funds since 1990. He joined from Threadneedle where he was Head of Global Equities and managed the Global Select Fund since 2003 and during his tenure managed a number of other retail and institutional funds including Global Extended Alpha Funds. Prior to that, Jeremy was a fund manager at Investec for 7 years and managed the Global Free Enterprise and Global Strategic Value Funds, which had similar objectives to those of Global Special Situations. | ||
| Jamie Peter Harvey | - | 2019 | 2023 |
| Ayesha Akbar | Portfolio Manager | 2014 | 2014 |
| Biographie | Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. | ||
| Nick James Peters | - | 2013 | 2014 |
| Biographie | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. | ||
| Richard Skelt | - | 1996 | 2014 |
| Biographie | Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School. | ||
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