Daniel Roberts, CFA

AA
9 Years of experience

Professional background

Fund Manager, Aviva. Fund Manager, Invesco. Trainee Fund Manager, M&G Investments Risk Manager, JP Morgan. Auditor. PwC

Educational background

BSc in Mathematics, University of Warwick. ACA & IMA Qualified.

Performance

10.34%

Manager Annualised Return Since Inception

8.57%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

10.34%
8.57%
1.77%

5Y

9.4%
8.79%
0.61%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Fidelity Global Dividend
Value investing using fundamental analysis and a bottom-up approach
Benchmark
MSCI World High Dividend Yield, Net
Class
Class Y Acc
ISIN
LU0605515963
AUM
$ 11,320,000,000
Ongoing Charges
1.04%