Quick Stats

Bid Price - Offer Price -
Mid Price GBX 296.80 Day Change GBX -0.10 (-0.03%)
Price Date 13 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 2.89 %
Total Expense Ratio 0.42 Fund Size 470,660,242.11
Launch Date 28/02/2002 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.35 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.42
ISIN GB0033144634 Min TopUp (£) 100,000.00

Fund Objective

Aims to provide income and capital growth. Obtains exposure primarily to non-government bonds at least half of which will have a remaining maturity of at least 10 years. Has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes.

Fund Managers

Ian Fishwick
Ian Fishwick is responsible for managing Fidelity’s sterling bond strategies including separate accounts for institutional investors. Ian has 29 years of investment experience and has worked for Fidelity for the past 9 years. He has been a portfolio manager for over 25 years. Ian has held a range of senior positions within the asset management industry including: Head of UK Fixed Income at Credit Suisse Asset Management, Chief Investment Officer for Sun Life of Canada’s UK asset management business, Head of Fixed Income for Sun Life of Canada, and Portfolio Manager for Confederation Life. He has a Masters Degree in Natural Sciences from Cambridge University and is a Fellow of the Institute of Actuaries.