Fidelity Global Financial Svcs W-Acc-GBP
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 50 GBP (10/05/2024) |
| Fund size (mil) | 995 GBP (30/04/2024) |
Top 10 holdings
| Assets in top 10 holdings % | 42.81 |
| Total number of equity holdings | 55 |
| Total number of bond holdings | 11 |
| Holdings 31/03/2024 | % of assets |
|---|---|
| JPMorgan Chase & Co | 8.17 |
| Visa Inc Class A | 7.07 |
| Berkshire Hathaway Inc Class B | 6.90 |
| Wells Fargo & Co | 3.91 |
| Morgan Stanley | 3.50 |
| Mastercard Inc Class A | 3.20 |
| BNP Paribas Act. Cat.A | 2.62 |
| Interactive Brokers Group Inc Class A | 2.57 |
| PNC Financial Services Group Inc | 2.44 |
| AXA SA | 2.43 |