Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Fidelity Global Focus Inclusive - Class A - Accumulation (GBP)

Sell:1,946.00p Buy:1,946.00p Change: 2.00p (0.10%)
Prices as at 3 April 2020
Sell:1,946.00p
Buy:1,946.00p
Change: 2.00p (0.10%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 3 April 2020
Sell:1,946.00p
Buy:1,946.00p
Change: 2.00p (0.10%)
Prices as at 3 April 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

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

03/04/15 to 03/04/16 03/04/16 to 03/04/17 03/04/17 to 03/04/18 03/04/18 to 03/04/19 03/04/19 to 03/04/20
Annual return -1.88% 32.47% 4.35% 10.46% -5.94%

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: Amit Lodha
Manager start date: 1 October 2010
Manager located in: London

Amit Lodha joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for techNology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks. In April 2008, he was appointed Portfolio Manager of the FF Global Industrials Fund (a fund that invests across the natural resources and industrials sectors). He has also managed a broader mandate - the FF Global Real Asset Securities Fund - since its launch in September 2009. Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, techNology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left haven risen to a senior Accountant in 2000. Amit completed his BA and MA in Commerce & EcoNomics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants, India and a CFA, from the CFA Institute (US). Amit Lodha was named in FE Trustnet's list of Alpha Managers in 2012. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account