RGI Global Recovery Fund

Select share classes

There is only one type of share class for this fund.

RGI Global Recovery Fund B Inc

Category Global Flex-Cap Equity

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

Last buy/sell price

863.42p

arrow-up8.35p (+0.98%)

Fund Code

RVWRI

B9428D3

GB00B9428D30

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The investment objective of the Fund is to grow the value of investor's investment (known as “capital growth”) in excess of the MSCI All Country World Index (ACWI) Net Total Return (the “Benchmark”) over a rolling 5 year period, after the deduction of all fees. The Fund seeks to achieve its investment objective by investing at least 80% of its value in shares of global companies (including Emerging Markets). Investment can be direct, or indirect, in shares (including common and preference shares and units combining common and preference shares), rights for shares, warrants, depositary receipts (securities issued by banks that represent company shares), investment trusts (including REITS) and collective investment schemes.

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.

Company name

SVM Asset Management Ltd

Fund launch date

04 Mar 2013

Domicile

United Kingdom

UCITS

Yes

Lead manager

Hugh Sergeant

Lead manager start date

04 Mar 2013

Lead fund manager biography

Hugh Sergeant is one of the founding partners of River Global Investors and has managed the UK Recovery, UK Alpha, Global Recovery and Global Alpha strategies since their inception in 2009, 2006, 2013 and 2021 respectively. Prior to this Hugh worked at Societe Generale Asset Management where he was Head of UK Equities, Manager of the Growth strategy and Co-Manager of the Special Opportunities Fund. Hugh joined from UBS Global Asset Management where he was Head of UK Equities and Chair of the UK Equities Committee. Hugh graduated from the London School of Economics with a degree in Economics.

Fund manager

Eduard Hernandez

Manager start date

31 Jan 2024

Fund manager biography

Eduard Hernandez is the Co-Manager of the RGI Global Recovery strategy and manages the sleeve of international stocks in the RGI UK Recovery Fund. He joined River Global Investors in 2015 having previously worked at Schroders Solutions as an Investment Analyst. Eduard has a First-Class Honours degree in Mathematics from Barcelona University and a Master’s Distinction in Financial Forecasting & Investment from the University of Glasgow. Eduard is a CFA Charterholder and holds the CFA Institute Certificate in ESG Investing.

Head office

SVM Asset Management Ltd

6th Floor

Edinburgh

United Kingdom

EH2 3AH

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Important Information

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