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Fidelity Extra Income Inclusive - Class A - Accumulation (GBP)

Sell:212.00p Buy:212.00p Change: 0.50p (0.24%)
Prices as at 6 December 2021
Sell:212.00p
Buy:212.00p
Change: 0.50p (0.24%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 6 December 2021
Sell:212.00p
Buy:212.00p
Change: 0.50p (0.24%)
Prices as at 6 December 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

06/12/16 to 06/12/17 06/12/17 to 06/12/18 06/12/18 to 06/12/19 06/12/19 to 06/12/20 06/12/20 to 06/12/21
Annual return 7.32% -2.63% 9.71% 3.52% 2.77%

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 Name: James Durance
Manager start date: 1 July 2020
Manager located in: TBC

TBC

Manager Name: Peter Khan
Manager start date: 1 January 2019
Manager located in: TBC

Peter Khan joined Fidelity as a trader within the fixed income team in 2000, becoming Head of Fixed Income Trading in 2003. He assumed his first portfolio management responsibilities in 2009. Prior to Fidelity, Peter was Head of US Dollar Eurobond Trading at Bayerische Hypo-und-Vereinsbank. He also spent three years as a financial consultant for Smith Barney Shearson where he started his career in 1992. Peter has an MBA in Finance and International Business from New York University and a BA in History from the University of California at Berkeley.

manager photo
Manager Name: Sajiv Vaid
Manager start date: 1 January 2019
Manager located in: TBC

Sajiv Vaid joined Fidelity in 2015 and is co-Portfolio Manager on the MoneyBuilder Income and Extra Income Funds. After graduation, Sajiv joined Gerrard Group (1994-1997) as a trainee bond fund manager, joining Fuji Investments as a fully fledged bond fund manager in 1997, where he managed global fixed income portfolios. In 2001, he joined Royal London Asset Management where he managed their flagship retail and institutional corporate funds. Sajiv graduated from the University of Hull in 1991 in Economic & Social History and holds an MA in Modern International Studies from University of Leeds.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account