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Fidelity Funds - European Multi Asset Income Fund Y-acc-eur (0P0000CO5W)

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19.130 +0.010    +0.05%
09/05 - Delayed Data. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 44.85M
Type:  Fund
Market:  Luxembourg
Issuer:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0346389934 
Asset Class:  Equity
Fidelity Funds - Euro Balanced Fund Y-Acc-EUR 19.130 +0.010 +0.05%

0P0000CO5W Overview

 
On this page you'll find an in-depth profile of Fidelity Funds - European Multi Asset Income Fund Y-acc-eur. Learn about the key management, total assets, investment strategy and contact information of 0P0000CO5W among other information.
Category

EUR Moderate Allocation

Total Assets

44.85M

Expenses

0.97%

Inception Date

Mar 17, 2008

Investment Strategy

The fund aims to provide income over time.

Contact Information

Address Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Phone + 49 (0) 800 000 65 66
Fax + 352 26 38 39 38

Top Executives

Name Title Since Until
Talib Sheikh Head 2024 Now
Biography Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV) and the Jupiter Flexible Macro fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team since its inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts. Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
Becky Qin - 2022 Now
George Efstathopoulos - 2019 Now
Eugene Peter Philalithis - 2019 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 2019 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 - 2014 2019
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.
Eugene Peter Philalithis - 2013 2019
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.
Richard Skelt - 1994 2014
Biography Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School.
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