WS Calibre Equity Fund B Accumulation

Category Global Large-Cap Growth Equity

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

Last buy/sell price

169.31p

arrow-up0.34p (+0.20%)

Fund Code

TDAMA

B92M1L4

GB00B92M1L47

Prices updated as at 03 May 2024

Prices in GBX

Investment objective

The Calibre Equity Fund aims to achieve capital growth over the long term (periods of 5 years or more).The Fund invests in a range of collective investment schemes and investment trusts (“funds”). Through these, the Fund will be predominantly exposed (at least 80%) to a diversified global portfolio of shares of companies anywhere in the world.

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.

Annual charges

Product charges
	1.51
	0.11
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	11 Mar 2024	pdf
Annual Reports	31 Dec 2022	pdf
Interim Short Report	31 Dec 2022	pdf
Annual Short Report	31 Jul 2022	pdf

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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.