Fidelity Managed Pension Portfolio

Quick Stats

Bid Price GBX 736.70 Offer Price GBX 736.70
Mid Price - Day Change GBX +0.30 (0.04%)
Price Date 30 Aug 2013 Crown Rating 4
Shares Class Inc. Yield 0.14 %
Total Expense Ratio 0.91 Fund Size 20,000,000.00
Launch Date 01/09/1988 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.91
ISIN GB0003361259 Min TopUp (£) 0.00

Fund Objective

To achieve long-term capital growth, exceeding wage inflation by investing in a balanced portfolio of UK and overseas equities and fixed interest securities. It also aims to provide above average returns relative to other discretionary pooled pension funds.

Fund Managers

Trevor Greetham
Trevor Greetham, Asset Allocation Director: Trevor is responsible for Fidelity International's asset allocation process. Trevor is based in London and works alongside Richard Skelt, who is Head of the Investment Strategies Group. At Fidelity, Trevor will also seek to incorporate fundamental information obtained from regional portfolio managers and analysts in the fine-tuning of this process. Trevor is a qualified actuary and started his career at Provident Life.