Fidelity Global Industrials W GBP


  • Buy 165.6 GBX

  • Sell 165.6 GBX

  • Price Change -1.07530%


Past Performance

  • 25th Feb 2016 to 25th Feb 201747.45%
  • 25th Feb 2017 to 25th Feb 2018-1.40%
  • 25th Feb 2018 to 25th Feb 20199.41%
  • 25th Feb 2019 to 25th Feb 20202.32%
  • 25th Feb 2020 to 25th Feb 202110.47%

Objectives and Approach

The fund aims to provide long-term capital growth with the level of income expected to be low. The fund will invest at least 70% in the shares of companies throughout the world that are involved in the research, development, manufacture, distribution, supply, or sale of materials, equipment, products or services related to cyclical and natural resources industries. The fund has the freedom to invest outside its principal geographies, market sectors, industries or asset classes. The fund may invest in assets directly or achieve exposure indirectly through other eligible means including derivatives. The fund can use derivatives with the aim of risk or cost reduction or to generate additional capital or income, including for investment purposes, in line with the fund’s risk profile. The fund is actively managed. The Investment Manager will, when selecting investments for the fund and for the purposes of monitoring risk, reference {{SHARE_CLASS_BENCHMARK}} (the “Index”). The fund’s performance can be assessed against its Index. The Investment Manager has a wide range of discretion relative to the Index. While the fund will hold assets that are components of the Index, it may also invest in companies, countries or sectors that are not included in, and that have different weightings from, the Index in order to take advantage of investment opportunities. Income earned by the fund is accumulated in the share price. Shares can usually be bought and sold each business day of the fund. The return you will receive depends on the performance of the underlying assets.

Key Information

Inception 8th Sep 2000
Historic Yield 0%
Sector IA Global
Fund Size £94.000mn
Fund Type SICV
Classification Accumulation


Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing.
Initial Charge 0%
AMC 0.80%
Our Platform Charge
We charge a platform fee starting at 0.35% for the first £250,000 of assets. Our charges for assets above £250,000 are shown on our rates and charges sheet

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.35% per annum for Funds (up to £250,000) and Stocks & Shares (min £24 max £240), plus SIPP administration fee (if applicable, only charged if <£30,000 held) - see here
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use


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        Current Comparators

        • Cumulative Performance

          1 month3 months6 months1 year3 years5 years
          -1.49% 3.18% 18.45% 10.47% 23.67% 79.80%

          Important Information
          Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

          The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.


        Important Documents

        The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

        Fund Provider Factsheet
        The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured. &nbsp;
        548,820 bytes PDF Document; last updated 31 Jan 2021
        Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
        103,966 bytes PDF Document; last updated 29 Jan 2021
        Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
        12,505,231 bytes PDF Document; last updated 30 Apr 2020
        Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
        9,887,144 bytes PDF Document; last updated 31 Oct 2020
        Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
        4,090,945 bytes PDF Document; last updated 01 Jan 2021

        Management Team

        Ashish Bhardwaj has managed this fund for 5 years and 4 months.

        Ashish Bhardwaj Ashish Bhardwaj joined Fidelity in 2009 as an Asian equity analyst, based in Mumbai. In 2012 he relocated to London to join the US equity research team. He initially covered Indian autos, construction, materials and infrastructure stocks while in Asia, before subsequently taking on coverage for US aerospace & defence, transportation, logistics and industrial services. In 2015 Ashish was promoted to Portfolio Manager and commenced managing the FF Global Industrials Fund. Prior to joining Fidelity, Ashish worked for a number of technology companies. He was a software engineer at IBM and Business Evolutions, and a project leader at ServiceSPAN. Ashish has a B.Tech in Electronics & Communication Engineering from the Indian Institute of Technology in Kharagpur (India), a MS in Computer Science from the University of Massachusetts at Amherst (US), as well as an MBA from Booth School of Business at the University of Chicago (US).

        Manager Cumulative Performance v Peer Group

        Performance Graph

        All funds managed by Ashish

        Name of Security Sole/Co Managed Since
        Fidelity American Spec Sit Co Jul 2019

        Investment involves risk. You may get back less than invested.