Fiera At...

Price: 1.3874GBP

Change: icon-down-small -0.91%

Fiera Atlas Global Companies I Acc GBP

Fiera Atlas Global Companies I Acc GBP

ISIN:

IE000HUR0BX5

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

1 of 5

IA Sector:

IA Global

Income type:

Accumulation

Price:

1.3874GBP

31 July 2025

Last change:

icon-down-small -0.91%

1 year change:

icon-up-small 11.46%

5 year annualised return:

7.48%

12 month yield:

-13.35%

At a glance

At a glance performance and information

Eligibility:

Share Dealing Account Yes
ISA Yes
SIPP Yes

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

Add to chart:

  • Fiera Atlas Global Companies I Acc GBP
  • IA Global
  • MSCI ACWI

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/20 to 30/06/21 30/06/21 to 30/06/22 30/06/22 to 30/06/23 30/06/23 to 30/06/24 30/06/24 to 30/06/25
Fiera Atlas Global Companies I Acc GBP 26.90% -12.30% 13.45% 5.26% 4.82%
IA Global 25.92% -8.77% 10.78% 14.89% 4.60%
MSCI ACWI 36.77% -12.27% 16.47% 20.70% 13.65%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Fiera Atlas Global Companies I Acc GBP 10.60% -1.25% 11.46% 5.15% 7.48%
IA Global 10.99% -0.29% 8.55% 8.91% 9.70%
MSCI ACWI 11.65% 5.85% 16.29% 15.15% 13.50%

Fund Objective: The investment objective of the Fund is to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

Manager name:

Fiera Capital Europe

Manager start date:

28 February 2022

Investment style:

Concentrated,Growth

Region (geographical):

Global

Manager Biography:

Simon Steele was appointed in June 2016 to the role of Head of Global Equities with responsibility for overseeing and developing AMP Capital’s active global equities investment process. Mr Steele’s career spans 28 years’ with much of it dedicated to the management of UK and Global equity portfolios across a wide range of mandates for institutional, charity and retail investors. During his career he has worked for Fuji-Lord Abbett, the Royal Bank of Scotland, CCLA and Sarasin and Partners. Most recently he worked at Sarasin & Partners as the lead Fund Manager for the Global Equity High Yield, Global Dividend and International Income funds managing total assets of £1.4bn. Prior to that he spent 6 years with CCLA as Investment Director, Equities, where he was the Fund Manager in charge of global equity selection for the firm's global equity income funds, flagship Common Investment Funds and segregated institutional mandates, with a combined £2bn allocation to equities. Prior to joining CCLA, Simon worked for the Royal Bank of Scotland where for 6 years he was head of stock selection for Adam & Co, and latterly the Pan European Head of Equities for RBS wealth, incorporating both Adam & Company and Coutts & Co. Mr Steele is a Chartered Member of the Institute for Securities and Investments.

Benchmark:

MSCI ACWI

Sector:

IA Global

FE fundinfo Rating:

1 of 5

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 5.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.85%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. 0%
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 1,285,585,838.11 GBP

Chart date: July 31, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
No results

Sectors

Sectors
Sectors Weight
Information Technology 37.70%
Industrials 22.40%
Financials 15.50%
Health Care 15.40%
Consumer Discretionary 7.50%
Money Market 1.50%

World regions

World regions
Country Weight
United States 66.80%
Europe ex UK 11.10%
Japan 8.50%
United Kingdom 7.70%
Emerging Markets 4.40%
Others (inc Cash) 1.50%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.