Fidelity Institutional Select Global Equities Acc (0P00000G9M.L)
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Fidelity Institutional Select Global Equities Acc
FIL Investment Services (UK) Ltd
Beech Gate
Millfield Lane, Lower Kingswood, Tadworth
Management information
César Hernandez,Lead manager since 26 March 2003
César Hernández is a portfolio manager at Fidelity Institutional Asset Management (FIAM). In this role, he has been responsible for developing and managing the Select International and Select Global portfolios on behalf of institutional investors around the world since the disciplineâs inception in 1989. He has been in the investments industry since 1986. Mr. Hernández earned his bachelor of science degree from the Universidad Simón BolÃvar and his master of business administration degree from Babson College. He is also a CFA charterholder and a member of the Boston Security Analysts Society.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryGlobal Large-Cap Blend Equity
Fund familyFIL Investment Services (UK) Ltd
Net assets15.97M
YTD return5.66%
Yield0.76%
Morningstar rating★★★★
Inception date26 Mar 2003
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover119.92%
Average for categoryN/A
Fees and expenses
Expense0P00000G9M.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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