First State Global Resources Fund A Acc

Buy/Sell Price  (as of 21/09/2018) £2.7878   Day Change :  1.22%     Fund Code:  FTGRS 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Joanne Warner is Head of Global Resources for Colonial First State Global Asset Management (CFSGAM). In her role, Joanne provides investment leadership and sets the research priorities for CFSGAMs Global Resources team. Prior to joining CSFGAM in August 1997, Joanne spent two years as an analyst with London-based global mining specialist broker, T Hoare & Co before moving to Equitilink as a Fund Manager in the resources sector. Her first role with CFSGAM was back-up Portfolio Manager for the flagship Wholesale Global Resources Fund. Since August 2006, she has been the prime Portfolio Manager for all publicly offered Global Resources long funds in Australia, UK, Singapore and Hong Kong. She became the Head of Global Resources in June 2010. Joanne holds a Bachelor of Applied Science (Applied Chemistry) from the University of Technology, Sydney, where she won the University Medal. She was awarded a Commonwealth Scholarship to study at the University of Oxford where she was awarded a PhD in Solid State Chemistry.
Investment HouseFirst State
Fund ProviderFirst State Investment Mgmt (UK) Ltd
ManagerJoanne Warner   Biography

Fund Objective The Fund aims to grow your investment.

Key Statistics

Fund Status
Fund TypeOEIC
12-Month NAV High £3.10
12-Month NAV Low £2.58
Fund Comparative Index -
Morningstar CategoryTMSector Equity Natural Resources
Dividend FrequencyTwice Yearly
Historic Yield0.41%

Annual Charges

Morningstar ratings

 as of  31/08/2018
Overall3 star
3 Years3 star
5 Years2 star
10 Years3 star

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  21/09/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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