Waverton Global Equity Fund A Inc Nav


Buy/Sell Price  (as of 28/04/2017) £18.21   Day Change :  0.33%     Fund Code:  WVGEI 

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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Biography

Katrina Norris, Director, joined the Waverton Investment Management in 2006 to manage specialist European and international portfolios. She chairs the Stock Selection Committee, is a member of the Charity Investment Committee and manages a number of global and multi-asset class Charity and Private Client portfolios. She was previously a Managing Director at Deutsche Asset Management, responsible for managing two pan-European hedge funds, having joined the Group in 1993. During this time she was also responsible for managing the European assets of UK pension funds and charities, working in both London and Frankfurt. Katrina graduated from Exeter University in 1993 and is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Biography

George Palmer, Portfolio Manager, joined Waverton in March 2014 to work on global mandates for both UK and International clients. He covers global equities but with a focus on Japan and the US. Prior to this, George worked for Grant Thornton where he spent 5 years advising asset managers and other financial services businesses on taxation, acquisitions and structuring. George is a CFA charterholder, Chartered Accountant (ACA) and also holds the Chartered Institute for Securities & Investment (CISI) Investment Management Certificate. He graduated from Leeds University with a degree in Philosophy and Politics.
Investment HouseWaverton
Fund ProviderWaverton Investment Funds PLC
ManagerKatrina Norris   Biography
ManagerGeorge Palmer   Biography

Fund Objective The Fund aims to achieve growth on your investment by investing in a focused list of shares in companies worldwide.

Key Statistics

Fund Status
Fund TypeOEIC
ISINIE00B1RMYD64
12-Month NAV High £18.95
12-Month NAV Low £13.73
Fund Comparative Index -
Morningstar CategoryTMGlobal Large-Cap Blend Equity
Dividend FrequencyTwice Yearly
Historic Yield0.37%

Annual Charges

Morningstar ratings

 as of  31/03/2017
Overall3 star
3 Years3 star
5 Years3 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  28/04/2017

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-2.635.39-3.15-2.621.57
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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