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The fund aims to achieve long-term capital growth from a portfolio primarily made up of equity securities of companies throughout the world including emerging markets. The fund aims to invest in multiple long-term market themes by investing in securities that may benefit from structural and/or secular (i.e. long term and not cyclical) changes in economic and social factors, such as disruptive technologies, demographics and climate change. Secular changes generally last for ten years or more and can lead to structural changes. Disruptive technologies are innovations that meaningfully change consumer, industry or company behavior.
Name | Title | Since | Until |
---|---|---|---|
Caroline Shaw | - | 2022 | Now |
Biography | Caroline joined Courtiers in 2000. She holds a Masters degree in engineering and started her working career as a civil engineer before deciding to put her analytical and risk assessment skills to good use within the investment management sector. Caroline is a CFA charterholder, having passed all three levels at the first attempt. She also holds professional accreditations from the Personal Financial Society (she attained the Advanced Financial Planning Certificate including the specialist Investment Portfolio Management qualification) and the Investment Management Certificate from the CFA Society of the UK. Caroline is a Chartered Member of the Chartered Institute for Securities & Investment. Caroline’s interests are skiing, hiking and travel. She also coaches youth hockey at Henley Hockey Club and occasionally plays for the Ladies Vets team. | ||
Taosha Wang | - | 2022 | Now |
Matthew Quaife | - | 2021 | Now |
Nick James Peters | - | 2013 | 2022 |
Biography | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. | ||
George Efstathopoulos | - | 2021 | 2021 |
Ayesha Akbar | Portfolio Manager | 2014 | 2021 |
Biography | Ayesha has been a portfolio manager at Fidelity Solutions since 2008. She has 10 years of investment experience, including three years spent in the United Arab Emirates with the Abu Dhabi Investment Authority. Ayesha holds an MSc in Accounting & Finance, and a BSc in Economics, both from the London School of Economics. | ||
Richard Skelt | - | 2005 | 2013 |
Biography | Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School. | ||
Richard Habermann | Portfolio Manager | 1997 | 2005 |
Dick Habermann | Portfolio Manager | 1997 | 2005 |
Biography | Habermann joined Fidelity Investments in 1968. He has held several positions including portfolio manager, director of research for FMR Co., division head for international equities and director of international research, and chief investment officer for Fidelity International, Limited. |
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