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FIDELITY FUNDS GLOBAL FOCUS A GBP - Fund overview

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Overview of FIDELITY FUNDS GLOBAL FOCUS A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. FIDELITY FUNDS GLOBAL FOCUS A GBP does not fall into either of these categories at present.

Standard Initial Charge

3.50% 0.50%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	January, 2003
Size	£33m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	184.80p

Fund Charges

Standard Initial charge	3.50%
Initial charge via Bestinvest	0.50%
Additional bid/offer spread	0.00%
Annual management charge	1.50%
Total expense ratio	1.98%
Reduction in yield (10yr)	2.03%

Bestinvest says

No information available.

Portfolio

fidelity funds global focus a gbp asset allocation illustration

Allocation		Proportion

	Equity	95%
	High yield bonds	–
	Quality bonds	0%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	5%

fidelity funds global focus a gbp equity geographic illustration

Allocation		Proportion

	UK	12%
	Europe	23%
	Nth America	43%
	Japan	6%
	Pacific	8%
	Other Equity	8%

fidelity funds global focus a gbp equity capitalisation illustration

Allocation		Proportion

	Large Caps	79%
	Mid Caps	19%
	Small Caps	2%

View all performance data for FIDELITY FUNDS GLOBAL FOCUS A GBP

Investment process

Fidelity describe this portfolio as a "go-anywhere, total return fund" differening from other international funds due to its lack of geographical and regional constraints.
The group has a reputation for providing some of the most detailed and prolific levels of research due to the high degree of resource placed here. Therefore, it seems logical that the group should provide a fund that aims to make the most of their "best ideas" within one global fund.
Fidelity's sector specialists have a high degree of input into the portfolio, however it is for the manager to decide which sectors look the most promising.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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