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9.634
+0.050
+0.55%
20/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.8B
Fidelity Balanced Income Priv Pool F5
9.634
+0.050
+0.55%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Balanced Income Priv Pool F5 Overview
On this page you'll find an in-depth profile of Fidelity Balanced Income Priv Pool F5. Learn about the key management, total assets, investment strategy and contact information of 0P0000W23A among other information.
Investment Strategy
The Pool aims to achieve a combination of a steady flow of income with the potential for capital gains. The Pool is geared towards income. It invests primarily in underlying funds. These underlying funds will generally invest in fixed income and/or equity securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Tulk | - | 2023 | Now |
| Biography | Mr. Tulk joined the Fidelity Investments organization in 2016 as an Institutional Portfolio Manager with the Global Asset Allocation Group. He is currently a portfolio manager and a member of the Global Asset Allocation Group for FMR Canada. Prior to joining the Fidelity Investments organization, he served as the Head of Global Macro Strategy and Chief Canadian Macro Strategist at TD Securities. | ||
| David D. Wolf | Adviser | 2015 | Now |
| Biography | David joined Fidelity in September 2013. From 2009 to 2013, David served as Adviser to the Governor of the Bank of Canada and as secretary to the Governing Council of the Bank of Canada, where he oversaw analysis supporting the monetary policy decision process and represented Canada’s central bank on numerous international bodies. Previously, David was head of Canadian economics and chief strategist at Merrill Lynch from 2005 to 2009. between 1997 and 2005. He began working in the investments industry in 1997.David earned a BA in economics from Princeton University. | ||
| Geoffrey D. Stein | Director | 2012 | 2023 |
| Biography | Geoff Stein joined Fidelity Investments in 1994, since then he has worked as director of the Portfolio Analysis Group, director of Portfolio Strategy for Strategic Advisers LLC, and portfolio manager. | ||
| Mariana Egan | Portfolio Manager | 2008 | 2015 |
| Biography | Mariana Egan is a portfolio manager at Fidelity Investments. In this role, she manages lifecycle and other asset allocation investments vehicles for institutional investors. Prior to joining Fidelity in 2007, Mariana was a portfolio manager in the Asset Allocation group at Barclays Global Investors. Mariana earned a Master’s degree in Business Administration from the University of California at Berkeley. She is a Chartered Financial Analyst charterholder. | ||
| Mark A. Friebel | Other Executives | 2008 | 2012 |
| Biography | Mark A. Friebel is senior vice president and head of Asset Allocation for Pyramis Global Advisors, a Fidelity Investments company. Prior to joining Pyramis, he was the head of the asset allocation and product strategy group at Barclay's Global Investors in San Francisco. Mr. Friebel received a Bachelor of Science degree in Political Science from Santa Clara University and a master's degree in Business Administration from Thunderbird, the Garvin School of International Management. | ||
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