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Fidelity Global Multi Asset Growth & Income Class W - Income (GBP)

Sell:101.40p Buy:101.40p Change: 0.1p (0.10%)
Prices as at 14 May 2024
Sell:101.40p
Buy:101.40p
Change: 0.1p (0.10%)
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 14 May 2024
Sell:101.40p
Buy:101.40p
Change: 0.1p (0.10%)
Prices as at 14 May 2024
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

Our view on the sector for this fund is not available.

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

14/05/19 to 14/05/20 14/05/20 to 14/05/21 14/05/21 to 14/05/22 14/05/22 to 14/05/23 14/05/23 to 14/05/24
Annual return n/a n/a n/a -1.04% 8.57%

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: Eugene Philalithis
Manager start date: 5 May 2021
Manager located in: TBA

Eugene Philalithis joined Fidelity in 2006 as a portfolio manager within our Global High Income team, before moving to the MultiManager Income team in 2009. Prior to this he was spent seven years at Russell Investments, preceded by the Canadian Bank of Commerce in Singapore, where he started in 1996. Eugene holds both a Bachelor of Engineering and an MBA from Imperial College London

manager photo
Manager Name: George Efstathopoulos
Manager start date: 6 October 2017
Manager located in: TBC

George joined Fidelity in September 2011 as a Fixed Income Research Analyst for Fidelity Solutions, and was promoted to Assistant Portfolio Manager in December 2013. He became a Co-Portfolio Manager in January 2015. Prior to joining Fidelity, George was responsible for Fixed Income manager research and portfolio management at Stamford Associates. George began his career with Russell Investments where he joined as a capital markets intern before participating in the graduate scheme at Russell's headquarters in Seattle, US. He then returned to London in the capacity of portfolio analyst and subsequently research analyst in the Fixed Income team. He received an MSc in Management Science and Operational Research from Warwick Business School in 2004 and a BSc in Management from the University of Southampton in 2003.

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