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The Fund aims to increase the value of investor's investment over a period of 5 years or more and provide a growing level of income. The Fund will invest at least 80% in equities (and their related securities) of companies domiciled, incorporated or having significant business in continental Europe and those which are listed in the region. The Fund is actively managed. The Investment Manager identifies suitable opportunities for the Fund utilising in-house research and investment capabilities.
Name | Title | Since | Until |
---|---|---|---|
Marcel Stotzel | - | 2020 | Now |
Sam Morse | Portfolio Manager | 2009 | Now |
Biography | Sam Morse assumed responsibility for Fidelity European Fund on 1 January 2010 and the portfolio of Fidelity European Values on 1 January 2011. Prior to becoming a portfolio manager, Sam spent two years as a research analyst with Fidelity, covering a range of sectors, then six years as an equity income fund manager at Fidelity. He also worked as Head of Equities and Head of UK Equities at M&G from 1997 to 2003. | ||
Tim McCarron | Portfolio Manager | 2003 | 2009 |
Biography | Tim McCarron is a portfolio manager with Fidelity Investment Services Limited. He has been with Fidelity since 1993, when he joined as a research analyst. He spent a year in Fidelity's Boston office as a research analyst, before returning to the UK in 1995. Tim manages the Fidelity OEIC, Fidelity European Fund. In addition, he manages Fidelity European Values PLC. |
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