EF WM Global Trend Fund Class B Acc GBP

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

148.62p

arrow-up1.44p (+0.98%)

Fund Code

WSTBA

B5B7DY9

GB00B5B7DY91

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The objective of the Fund is to achieve capital growth. The Fund will aim to achieve its investment objective by investing in a diversified portfolio with a minimum of 70% in globally focussed exchange traded funds, which in turn gain exposure to equities (both focussed on developed equity markets and emerging equity markets), bond markets and other asset classes (including property and commodities).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Christopher Moore
	150.4
	125.54
Fund comparative index	UK CPI + 2%
	Specialist
	-
	1.45
	0.23
	0.00
	GBP Flexible Allocation
	No
Fund provider	WM Capital Management Ltd.
Share class launch date	11 Nov 2011
	£9.87m
	-
	0.64
	-
	Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.