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Fidelity Global Enhanced Income Class W - Accumulation (GBP)

Sell:199.10p Buy:199.10p Change: 0.60p (0.30%)
Prices as at 26 February 2021
Sell:199.10p
Buy:199.10p
Change: 0.60p (0.30%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 26 February 2021
Sell:199.10p
Buy:199.10p
Change: 0.60p (0.30%)
Prices as at 26 February 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most try to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

26/02/16 to 26/02/17 26/02/17 to 26/02/18 26/02/18 to 26/02/19 26/02/19 to 26/02/20 26/02/20 to 26/02/21
Annual return 21.47% -0.06% 10.13% 9.66% 3.75%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: David Jehan
Manager start date: 2 October 2013
Manager located in: London

David Jehan joined Fidelity's derivatives team in 2007 and runs the call option strategy for Fidelity Enhanced Income Fund. Having achieved a degree and a doctorate in physics from Oxford University, he joined the quantitative research desk of the equity derivative department BZW in 1994. He moved to Commerzbank in 1998, where he spent four and a half years trading equity derivative products, primarily in the European markets.

manager photo
Manager Name: Daniel Roberts
Manager start date: 2 October 2013
Manager located in: London

Daniel Roberts joined Fidelity Worldwide Investment in November 2011as a global equity income portfolio manager and brings with him over 10 years investment experience. Prior to joining Fidelity, Daniel specialised in UK equity income portfolios. After working in the finance industry for seven years, Daniel started managing portfolios at Invesco in London, where he was an institutional portfolio manager. He joined Aviva in 2003 and worked on the Aviva UK equity Income portfolio, Aviva Distribution Fund and RBS Income funds. In 2009, Daniel joined Gartmore to manage their UK Equity Income Fund and ran the portfolio until the company was acquired and restructured by Henderson. Daniel holds a BSc (HoNours) in Mathematics from Warwick University and the UKSIP Investment Management Certificate. He is a Chartered Accountant and a CFA charterholder. He is also a member of the Institute of Chartered Accountants, Association for Investment Management & Research and the UK Society of Investment Professionals

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account