Fidelity Sterling Core Plus Reduced

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,027.44 Day Change GBX -0.51 (-0.05%)
Price Date 28 Jun 2016 Crown Rating
Shares Class Inc. Yield 2.85 %
Total Expense Ratio 0.00 Fund Size 0.00
Launch Date 30/10/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYMFL858 Min TopUp (£) 100,000.00

Fund Objective

The Fund’s investment objective is to achieve both capital growth and income from a portfolio providing exposure primarily to UK and international government and corporate bonds, emerging market debt and high yield securities. While the Fund will be substantially invested in the Sterling Core Plus Bond Fund, it is the intention through the use of derivatives to adjust interest rate risk such that the returns achieved may be substantially different to those of the Sterling Core Plus Bond Fund.

Fund Managers

Andy Weir
Andy Weir is the portfolio manager of Fidelity Global Strategic Bond Fund. Andy joined Fidelity in 1997 as a Quantitative Fixed Income Analyst and was promoted to Director of Quantitative Research in 2002. He became a Portfolio Manager in December 2003. Prior to joining Fidelity, Andy spent five years with JP Morgan Investment Management. Andy holds a B. Eng from Nottingham University.