Rathbone Global Opportunities Fund Institutional Acc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
414.25p
-2.98p (-0.71%)
Fund Code
RAGOA
B7FQLN1
GB00B7FQLN12
Prices updated as at 25 Apr 2024
Prices in GBX
Investment objective
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager uses the IA Global sector as a target for the fund’s return because it aims to achieve a better return than the average of funds that are similar to companies. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Our view
The Rathbone Global Opportunities Fund is managed by James Thomson and aims to provide above average long term capital growth from a global portfolio.
Thomson runs a concentrated portfolio of ‘under the radar’ companies which have the potential to grow. He believes that ’sustainable growth and earning upgrades drive share prices higher’ and that ‘quality doesn’t come cheap’.