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Fidelity Enhanced Income Class W - Accumulation (GBP)

Sell:148.20p Buy:148.20p Change: 0.80p (0.54%)
Prices as at 17 October 2019
Sell:148.20p
Buy:148.20p
Change: 0.80p (0.54%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 17 October 2019
Sell:148.20p
Buy:148.20p
Change: 0.80p (0.54%)
Prices as at 17 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

17/10/14 to 17/10/15 17/10/15 to 17/10/16 17/10/16 to 17/10/17 17/10/17 to 17/10/18 17/10/18 to 17/10/19
Annual return 13.36% 7.10% 3.39% -5.80% 6.73%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: David Jehan
Manager start date: 2 February 2009
Manager located in: London

David Jehan joined Fidelity's derivatives team in 2007 and runs the call option strategy for Fidelity Enhanced Income Fund. Having achieved a degree and a doctorate in physics from Oxford University, he joined the quantitative research desk of the equity derivative department BZW in 1994. He moved to Commerzbank in 1998, where he spent four and a half years trading equity derivative products, primarily in the European markets.

manager photo
Manager Name: Michael Clark
Manager start date: 2 February 2009
Manager located in: London

Michael Clark joined Fidelity Worldwide Investment in 2002 as an Equity Research Analyst. From 2002 to 2007 he covered a variety of sectors including Oil Services, Construction and Housebuilding, Automotive and Mining. Michael progressed to become a Portfolio Manager in 2007. Prior to joining Fidelity, Michael has worked as an Equity Research Analyst with Morgan Grenfell from 1986 to 1998, with Enskilda from 1989 1994 and with JP Morgan from 1994 to 2002. Michael has an M.A from Cambridge University in modern languages. Michael Clark was named in FE Trustnet's list of Alpha Managers in 2012. The 160 managers on the list, selected from 1100 eligible managers, are rated on their risk-adjusted alpha, distinguishing those who are best able to navigate all phases of the market cycle.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account