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Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome (0P0000ZQW4)

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0,94 0,01 0,68%

23/12 - Fechado. Moeda em GBP

Tipo: Fundo

Mercado: Reino Unido

Emissor: Fidelity (FIL Investment SVCS (UK) Ltd)

ISIN: GB00BFPC0725

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 98,61M

Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome - Vista Geral

Nesta página encontrará um perfil aprofundado de Fidelity Investment Funds Iv - Fidelity Multi Asset Balanced Income Fund W Incomeome. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0000ZQW4, e mais.

Categoria

GBP Moderate Allocation

Ativos Totais

98,61M

Despesas

Data de Início

22.10.2013

Informações de Contacto

Endereço Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom

Telefone (+44) 08003686868

Web professionals.fidelity.co.uk/about-fidelity/contact-us

Principais Executivos

Nome	Título	Desde	Até
Talib Sheikh	Lead Portfolio Manager	2024	Agora
Biografia	Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder.
Becky Qin	-	2024	Agora
George Efstathopoulos	-	2016	Agora
Eugene Peter Philalithis	-	2013	2023
Biografia	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	2018	2021
Biografia	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	-	2013	2018
Biografia	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.

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