Fidelity Global Special Situations Fund W Acc

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Name of CompanyFIL Investment Services (UK) Ltd
Phone(+44) 08003686868
AddressBeech Gate, Millfield Lane, Lower Kingswood, Tadworth
 Surrey   KT20 6RP
 United Kingdom
Other Share Classes
Fidelity Global Special Situations Fund A Acc
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date15/10/2012
Fund Advisor(s)
FIL Investment Services (UK) Ltd
Fund ManagerChristine Baalham
Manager Start Date31/03/2024
Christine is a portfolio manager at Ninety One where she is co-portfolio manager for the Global Equity Strategy. She joined the 4Factor team in 2000 and held responsibilities including global financials sector specialist, global services sector specialist, portfolio manager for the International Equity Fund, as well as heading up the 4Factor UK Equity team from 2004 to 2014 where she was responsible for managing the UK core strategies. She began her career at Schroder Investment Management, where she was recruited as part of the Schroder Investment Management graduate training programme in 1996. She worked on the UK fund management desk before joining the research department as the UK insurance and tobacco analyst. Christine gained a Master of Philosophy degree in Chemistry from Cambridge University in 1996, after graduating with a first class degree in Natural Sciences the previous year, and is a member of the CFA® institute.
Fund ManagerTom Record
Manager Start Date31/03/2024
Career Start Year2002
Pembroke College(Cambridge), M.A.
Tom Record is Lead Manager of the International Equity Fund and Co-Fund Manager of the Global Equity and Global Focus funds. Tom joined Liontrust in April 2022 as part of the acquisition of Majedie Asset Management, where he had managed funds for eight years, and is a member of the Liontrust Global Fundamental team. Before joining Majedie in 2014, Tom had been an Investment Manager at Baillie Gifford, where his team was responsible for managing institutional portfolios with combined international equity assets of $30 billion. While at Baillie Gifford, he also managed a selection of Global Emerging Market funds. Tom holds Master of Arts and Master of Natural Sciences degrees, specialising in Biochemistry, from Pembroke College, Cambridge and is a CFA Charterholder.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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