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Fidelity Funds - Global Thematic Opportunities Fund Y-dist-eur (0P0000ZOZF)

Luxembourg

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26.790 +0.300 +1.13%

22/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 7.34M

Type: Fund

Market: Luxembourg

Issuer: Fidelity (FIL Inv Mgmt (Lux) S.A.)

ISIN: LU0936580785

Asset Class: Equity

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0P0000ZOZF Overview

On this page you'll find an in-depth profile of Fidelity Funds - Global Thematic Opportunities Fund Y-dist-eur. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZOZF among other information.

Investment Strategy

The fund aims to achieve capital growth over the long term.

Contact Information

Address Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany

Phone + 49 (0) 800 000 65 66

Fax + 352 26 38 39 38

Web www.fidelity.de

Top Executives

Name	Title	Since	Until
Caroline Shaw	-	2023	Now
Biography	Caroline has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines.
Julie-Ann Ashcroft	-	2023	Now
Biography	Julie-Ann Ashcroft is Head of Sustainability and Investments. She is the lead manager of the Balanced Bridge Fund, ASCOS Income Fund and Charity Strategies in addition to leading sustainable investment. In her role as Head of Sustainability, she is responsible for ensuring the integration of ESG analysis throughout the investment process in addition to embedding its consideration throughout abrdn's operations and business strategy. Julie-Ann has been with the business since 2007, joining following the Newton private client and charity acquisition in 2013. Julie-Ann is a CFA Charterholder and a Member of the Chartered Institute for Securities and Investments. She completed four years of PhD research at Imperial College, London after graduating from Sheffield University.
Caroline Shaw	-	2022	2023
Biography	Caroline has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines.
Taosha Wang	-	2022	2023
Matthew Quaife	-	2021	2023
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

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