Back to selected funds

Fidelity...

Price: 8.7410GBP

Change: 0.03%

Open an account

Fidelity Global Technology W GBP

Fidelity Global Technology W GBP

ISIN:

LU1033663649

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Technology & Technology Innovation

Income type:

Accumulation

Price:

8.7410GBP

21 May 2025

Last change:

0.03%

1 year change:

7.58%

5 year annualised return:

17.82%

12 month yield:

0.00%

Open an account
At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

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

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Fidelity Global Technology W GBP
  • IA Technology & Technology Innovation
  • MSCI ACWI/Information Technology and Communication Services

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Fidelity Global Technology W GBP 68.30% 10.47% 3.50% 27.28% 3.52%
IA Technology & Technology Innovation 56.98% 4.26% -6.00% 33.13% -1.26%
MSCI ACWI/Information Technology and Communication Services 69.79% 13.33% -6.45% 41.76% 4.16%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Fidelity Global Technology W GBP -6.59% 0.26% 7.58% 17.74% 17.82%
IA Technology & Technology Innovation -6.47% -1.40% 6.97% 16.18% 12.64%
MSCI ACWI/Information Technology and Communication Services -3.68% -1.20% 12.06% 22.62% 19.94%

Fund Objective: The fund aims to achieve capital growth over the long term

Manager name:

Fidelity International (FIL Inv Mgt(Luxembourg)SA)

Manager start date:

31 March 2013

Investment style:

Growth

Region (geographical):

Global

Manager Biography:

Hyun Ho Sohn has been the portfolio Manager of the FF Global Technology Fund since 2013. He joined Fidelity in South Korea in 2006 as an industrials research analyst then moved to Hong Kong to focus on technology before managing the Global Technology Pilot Fund from London between 2011-2013. Previous to Fidelity he held a number of analyst roles for Morgan Stanley and Shinhan Investment Corp. His investment experience now accounts to 18 years. Hyun Ho holds a BA from Yonsei University (South Korea) and is a CFA Charterholder.

Benchmark:

MSCI ACWI/Information Technology and Communication Services

Sector:

IA Technology & Technology Innovation

FE fundinfo Rating:

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. 0.00%
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. 1.04%
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. N/A
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: 23,664,905,219.45 GBP

Chart date: May 21, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Taiwan semiconductor manufacturing company limited 6.53%
Microsoft corporation 5.83%
Apple inc. 4.38%
Amazon.com, inc. 3.17%
Telefonaktiebolaget lm ericsson 3.07%
Alphabet inc 2.85%
Texas instruments incorporated 2.81%
Workday inc 2.05%
Cisco systems, inc. 1.99%
Adobe inc. 1.79%

Sectors

Sectors
Sectors Weight
Information Technology 63.20%
Communications 10.80%
Consumer Discretionary 10.10%
Industrials 5.10%
Financials 4.40%
Real Estate 2.80%
Energy 1.80%
Money Market 1.70%
Consumer Staples 0.10%

World regions

World regions
Country Weight
USA 58.97%
China 8.29%
Taiwan 7.78%
Netherlands 4.20%
France 3.85%
Korea 3.85%
Japan 3.16%
Sweden 3.07%
UK 2.52%
Spain 1.52%
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.