Rathbone Global Opportunities Fund S Acc
A Select 50 Fund - Fidelity insight
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
206.19p
0.48p (+0.23%)
Fund Code
RAOSA
BH0P2M9
GB00BH0P2M97
Prices updated as at 27 Mar 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
Company name
Rathbones Asset Management Limited
Fund launch date
01 Mar 2012
Domicile
United Kingdom
UCITS
Yes
Lead manager
James Thomson
Lead manager start date
01 Nov 2003
Lead fund manager biography
James has been at Rathbones for more than 20 years and has been the lead manager on the Global Opportunities fund since 2003. He is an executive director of Rathbones’ fund management business.
Fund manager
Sammy Dow
Manager start date
01 Dec 2019
Fund manager biography
Sammy co-manages the Global Opportunities fund along with James. He joined Rathbones in July 2014 from JP Morgan Cazenove where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients.
Head office
8 Finsbury Circus
London
United Kingdom
EC2M 7AZ
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