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Price: 7.9870GBP

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Fidelity Global Technology W GBP

Fund
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Fidelity Global Technology W GBP

ISIN:

LU1033663649

Risk level:

FE fundinfo Rating:

4 of 5

IA Sector:

IA Technology & Technology Innovation

Income type:

Accumulation

Price:

7.9870GBP

30 April 2025

Last change:

icon-up-small 0.23%

1 year change:

icon-up-small 2.75%

5 year annualised return:

17.22%

12 month yield:

0.00%

Key Investor Information Document (KIID)

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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:

Fund:

Fidelity Global Technology W GBP
Sector:

IA Technology & Technology Innovation
Benchmark:

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	-12.99%	-6.49%	2.75%	11.84%	17.22%
IA Technology & Technology Innovation	-15.61%	-6.66%	1.47%	9.75%	12.28%
MSCI ACWI/Information Technology and Communication Services	-10.22%	-8.37%	11.24%	16.26%	18.96%

Overview

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:

4 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.	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: 21,268,313,657.26 GBP

Chart date: April 30, 2025

Top 10 Holdings

Top 10 Holdings
Security	Weight
Taiwan semiconductor manufacturing company limited	6.70%
Microsoft corporation	5.80%
Apple inc.	4.44%
Amazon.com, inc.	3.32%
Telefonaktiebolaget lm ericsson	3.28%
Alphabet inc	2.95%
Texas instruments incorporated	2.92%
Lam research corp	2.25%
Fidelity institutional liquidity the united states dollar a acc	2.24%
Workday inc	2.20%

Sectors

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

World regions

World regions
Country	Weight
USA	59.37%
Taiwan	8.06%
China	7.85%
Netherlands	4.29%
France	3.88%
Korea	3.84%
Japan	3.40%
Sweden	3.28%
UK	2.65%
Spain	1.34%

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.

Important legal information

The IWeb Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.

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