SVM World Equity B Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
425.80p
-5.00p (-1.16%)
Fund Code
SVWEA
B0KXSK4
GB00B0KXSK43
Prices updated as at 25 Apr 2024
Prices in GBX
Investment objective
The objective of this Fund is to achieve capital growth over the long term (5 years or more) and it aims to outperform the MSCI ACWI IMI. The performance is measured after all fees and costs are deducted. The Fund will identify investment opportunities in companies globally whose future growth is not reflected in current market expectations. The Fund will invest at least 80% in global equities and other equity related instruments such as Exchange Traded Funds. From time to time, when particular opportunities are identified, or the ACD considers it appropriate, the Fund may invest in transferrable securities which are otherwise permitted for the Fund.
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
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Neil Veitch |
| 442.8 | |
| 364.5 | |
| Fund comparative index | MSCI ACWI IMI NR USD |
| Global | |
| - | |
| 1.24 | |
| 0.49 | |
| 0.00 | |
| Global Large-Cap Blend Equity | |
| No | |
| Fund provider | SVM Asset Management Ltd |
| Share class launch date | 30 Sep 2005 |
| £13.66m | |
| - | |
| 0.00 | |
| - | |
| 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.
