Prova en annan sökning
Fonden strävar efter en attraktiv real avkastning och värdestegring genom ett antal strategier från bl.a. global inflationskoppling, ränte- och kreditmarknader. Strategierna är bl.a. baserade på aktiv avkastningskurva, sektorrotation, aktieurval, relativ värde- och innehavstidsbas. Fonden investerar primärt i obligationer samt kortfristiga värdepapper. Fonden får även investera i derivatinstrument. Fonden kommer primärt att investera i inflationskopplade obligationer, nominella obligationer och andra skuldebrev från utfärdare på utvecklade marknader och tillväxtmarknader i hela världen såsom instrument emitterade av stater, myndigheter, överstatliga organisationer, företag och banker. Fonden får investera upp till 30 % i Penningmarknadsinstrument och bankdepositioner, upp till 25 % i konvertibla obligationer och upp till 10 % i andelar och delrätter. Sådana investeringar innefattar både hög- och lågrisktillgångar.
Namn | Titel | Sedan | Till |
---|---|---|---|
Timothy Foster | Portfolio Manager | 2016 | Nu |
Biografi | Tim Foster is a Portfolio Manager within Fidelity's London-based fixed income team. He manages over $10bn of money market and short term bond funds. These include 4 classes of the Fidelity Institutional Liquidity Fund (US Dollars, Euros, Sterling and Canadian Dollars), Fidelity Funds US Dollar Cash Fund, Fidelity Funds Euro Cash Fund, Fidelity Funds Sterling Cash Fund, Fidelity Funds Australian Dollar Cash Fund, FFII US Dollar Currency Fund, Fidelity Gross Accumulating Cash Fund, Cash Unit Trust and Cash ISA Unit Trust. Tim joined Fidelity in 2003 as a Quantitative Analyst and progressed to become a Portfolio Manager in 2007. Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance. | ||
Ian Robert Fishwick | Portfolio Manager | 2016 | Nu |
Biografi | Ian Fishwick joined Fidelity as a Portfolio Manager in 2007. He has over two decades of investment experience, the majority of which have been managing Sterling bond funds. Ian was previously Head of UK Fixed Income at Credit Suisse Asset Management and prior to that Chief Executive and CIO of SLC Asset Management. Ian holds a BA Hons in Mathematics and Physics from the University of Cambridge. | ||
Andy Weir | Director | 2008 | 2016 |
Biografi | Andy Weir is a Director of Quantitative Research and international bond portfolio manager for Fidelity International (FIL) in London. Prior to joining Fidelity in 1997, he worked in fixed-income research at JP Morgan and as a research analyst in the Semiconductor Physics Department, Oxford University. Mr. Weir received a Bachelor of Engineering degree with honours from Nottingham University, and has also earned his Investment Management Certificate. | ||
Jeremy Church | - | 2013 | 2015 |
Biografi | Jeremy Church has been with Fidelity for 12 years. He joined Fidelity in 2001 as a junior fixed income trader with particular responsibility for government bonds and rates products. Jeremy was promoted to trader in 2003, and then to senior trader in 2009. He became Assistant Portfolio Manager in 2012 and Co-Portfolio Manager in 2013. Prior to joining Fidelity, Jeremy spent four years with Daiwa Securities Trust and Banking as a fixed income trader specialising in government markets and foreign exchange. Jeremy has a BA (Hons) in Business Decisions Analysis from the University of the West of England. He holds an IMC and is authorised as a Securities Representative and Futures and Options Representative by the SFA. |
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