Rathbone Global Opportunities Fund S Acc
A Select 50 Fund - Fidelity insight
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
221.012p
1.532p (+0.70%)
Fund Code
RAOSA
BH0P2M9
GB00BH0P2M97
Prices updated as at 23 Dec 2024
Prices in GBX
Investment objective
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. There is no guarantee that this investment objective will be achieved over five years, or any other time period. The manager uses the IA Global sector as a target for the fund’s return because it aims to achieve a better return than the average of funds that are similar to companies. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt. Derivatives may be used by the fund for the purposes of efficient portfolio management and hedging.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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- Risk & rating
- Management
Our view
Why we like the fund:
This is a concentrated fund which invests primarily in companies across developed market regions such as the US, Europe, UK, Japan and Australasia. The fund is managed by a seasoned investor, who has run the fund on the same basis since 2005. He has a unique approach to selecting the companies he invests in. He aims to find companies that are future winners, which is tough to do. These companies, if he is successful, will be growing at faster rates than the broader market, which is why he is known as a 'growth' investor.
How to use the fund:
This fund is a useful addition to any portfolio. As it forms part of the riskier side of a portfolio, investors will need to invest for the long term (ten years or more). Because the manager is looking for companies with higher growth rates, they may appear to be more expensive than businesses that have earnings headwinds. This means the fund might blend well with the 'value' managers in this category, like Schroder Global Recovery and Dodge & Cox Global Stock.