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Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome (0P0000ZQW4)
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0.94
0.01
0%
23/12 - Closed. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
Fidelity (FIL Investment SVCS (UK) Ltd)
ISIN:
GB00BFPC0725
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 98.61M
Fidelity Multi Asset Balanced Income Fund N Inc Ne
0.94
0.01
0%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome Overview
On this page you'll find an in-depth profile of Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZQW4 among other information.
Investment Strategy
The Fund aims to achieve an income yield of 3-5% per annum over a typical market cycle (5-7 years). The Fund also aims to increase the value of investor's investment over a period of 5 years or more. The Fund invests at least 70% into funds (including index-tracking funds and funds managed by Fidelity) which provide global exposure to a mixture of asset classes (including bonds, equities and alternative investments). Alternative investments may include infrastructure securities and real estate. The Fund can also invest directly into transferable securities, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes.
Contact Information
Address
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom
Surrey, KT20 6RP
United Kingdom
Phone
(+44) 08003686868
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Talib Sheikh | Lead Portfolio Manager | 2024 | Now |
| Biography | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. | ||
| Becky Qin | - | 2024 | Now |
| George Efstathopoulos | - | 2016 | Now |
| Eugene Peter Philalithis | - | 2013 | 2023 |
| Biography | Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London. | ||
| Chris Forgan | Portfolio Manager | 2018 | 2021 |
| Biography | Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. | ||
| Nick James Peters | - | 2013 | 2018 |
| Biography | Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University. | ||
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