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Fidelity Investment Funds Iv - Fidelity Multi Asset Open Defensive Fund W Accumulation (0P0000Z4IP)
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Type:
Fund
Market:
United Kingdom
Issuer:
Fidelity (FIL Investment SVCS (UK) Ltd)
ISIN:
GB00BC7GXK56
Asset Class:
Other
Fidelity Multi Asset Open Defensive Fund N Acc
1.40
-0.00
-0.07%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Z4IP Overview
On this page you'll find an in-depth profile of Fidelity Investment Funds Iv - Fidelity Multi Asset Open Defensive Fund W Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z4IP among other information.
Investment Strategy
This Fund targets an average annual return of 4% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund. The Fund provides global exposure to a diversified range of assets (including bonds, equities, alternatives and commodities) by investing at least 70% into funds (including those operated by Fidelity) which may be index tracking funds or actively managed funds.
Contact Information
Address
Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom
Surrey, KT20 6RP
United Kingdom
Phone
(+44) 08003686868
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Caroline Shaw | - | 2023 | Now |
| Biography | Caroline has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines. | ||
| Chris Forgan | Portfolio Manager | 2020 | Now |
| 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. | ||
| Charlotte Harington | - | 2020 | 2023 |
| Bill McQuaker | Deputy Head | 2017 | 2020 |
| Biography | Bill joined Fidelity Multi Asset in October 2016. He has three decades of investment experience, joining Fidelity from Henderson Global Investors, where he was Head of Multi Asset. Before this, Bill worked at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour, and substantial experience in managing multi asset investment strategies to deliver specific outcomes for clients. Bill graduated from Edinburgh University in 1985, with a BComm degree in Business. | ||
| James Bateman | - | 2013 | 2020 |
| Eugene Peter Philalithis | - | 2013 | 2017 |
| 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. | ||
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