Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,116.41 Day Change GBX -0.45 (-0.04%)
Price Date 20 Oct 2017 Crown Rating
Shares Class Inc. Yield 2.43 %
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

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.