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Fidelity Investment Funds Iv - Fidelity Allocator World Fund W Accumulation (0P0000XX5T)

London

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3.33 -0.00 -0.09%

06/06 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00B9777B62

Asset Class: Equity

Morningstar Rating:
Total Assets: 273.63M

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0P0000XX5T Overview

On this page you'll find an in-depth profile of Fidelity Investment Funds Iv - Fidelity Allocator World Fund W Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000XX5T among other information.

Contact Information

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

Phone (+44) 08003686868

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

Top Executives

Name	Title	Since	Until
Caroline Shaw	Portfolio Manager	2025	Now
Biography	Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.
Chris Forgan	Portfolio Manager	2017	Now
Biography	Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 24 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.
Sarah Jane Cawthray	-	2021	2025
Nick James Peters	-	2015	2020
Biography	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.
Kevin O’Nolan	Portfolio Manager	2015	2017
Biography	Kevin O’Nolan is a Portfolio Manager in Fidelity Solutions. He joined Fidelity in 2008 as an Asset Allocation Analyst. During his time at Fidelity he has worked as a key member of Fidelity Solutions’ Tactical Asset Allocation team. Kevin O’Nolan’s deep understanding of the full range of market dynamics makes a significant contribution to our TAA process and views. As an analyst, Kevin worked closely with Trevor Greetham on the day-to-day management and positioning of Fidelity Multi Asset Allocator range, for which Kevin is now Portfolio Manager. Kevin holds a BA (Hons) in Management Science an
Trevor Greetham	Director	2013	2015
Biography	Trevor is a macro investor with 33 years of experience, well known for the Investment Clock linking asset allocation to the global business cycle. Prior to joining Royal London in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment,where he made tactical investment decisions across a wide range of institutional and retail funds. From 1995 to 2005, Trevor was Director of Asset Allocation for Merrill Lynch, advising fund manager clients around the world on their multi asset investment strategy. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University.

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