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The Fund aims to increase value of investor's investment over a period of 5 years or more and deliver an income that is at least 10% more than the income produced by companies in the FTSE All Share Index. The Fund will invest at least 70% in equities (and their related securities) of UK companies (those domiciled, incorporated or having significant business in UK and those which are listed in the UK). The Investment Manager is not restricted in terms of size or industry. The Fund is actively managed without reference to a benchmark.
Name | Title | Since | Until |
---|---|---|---|
Rupert Henry Gifford | - | 2020 | Now |
Michael Clark | Portfolio Manager | 2020 | 2023 |
Biography | Michael Clark joined Fidelity International in 2002 as an Equity Research Analyst. From 2002 to 2007 he covered a variety of sectors including oil services, construction and housebuilding, automotive and mining. Michael became a Portfolio Manager in 2007. Prior to joining Fidelity, Michael was an equity analyst for JP Morgan, Enskilda and Morgan Grenfell. Through these positions, he covered the engineering, consumer goods, pharmaceuticals and industrial services sectors, and now has a total of 22 year’s experience. Michael holds an MA in Modern Languages from Cambridge University. | ||
Michael Clark | Portfolio Manager | 2008 | 2020 |
Biography | Michael Clark joined Fidelity International in 2002 as an Equity Research Analyst. From 2002 to 2007 he covered a variety of sectors including oil services, construction and housebuilding, automotive and mining. Michael became a Portfolio Manager in 2007. Prior to joining Fidelity, Michael was an equity analyst for JP Morgan, Enskilda and Morgan Grenfell. Through these positions, he covered the engineering, consumer goods, pharmaceuticals and industrial services sectors, and now has a total of 22 year’s experience. Michael holds an MA in Modern Languages from Cambridge University. | ||
John Stavis | Associate Portfolio Manager | 2004 | 2006 |
Biography | John Stavis joined Fidelity in 1995 as a research analyst. He later became an Associate Portfolio Manager, responsible for managing the Europe, Middle East and Africa equities portion of Fidelity's Global Emerging Markets portfolios. In October 2002, he was appointed Portfolio Manager of Fidelity Growth + Income fund. More recently, he assumed responsibility for the management of Fidelity Income Plus fund as well as the equity portion of Fidelity MoneyBuilder Balanced fund. | ||
Tim McCarron | Portfolio Manager | 1996 | 2004 |
Biography | Tim McCarron is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1993, when he joined as a research analyst. He spent a year in Fidelity's Boston office as a research analyst, before returning to the UK in 1995. Tim manages the Fidelity OEIC, Fidelity European Fund. In addition, he manages Fidelity European Values PLC. |
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