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Fidelity Investment Funds Iv - Fidelity Multi Asset Open Strategic Fund W Accumulation (0P0000Z4IF)

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1.722 -0.001    -0.06%
06:00:00 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BC9S3B08 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 694.14M
Fidelity Investment Funds IV - Fidelity Multi Asse 1.722 -0.001 -0.06%

0P0000Z4IF Overview

 
On this page you'll find an in-depth profile of Fidelity Investment Funds Iv - Fidelity Multi Asset Open Strategic Fund W Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z4IF among other information.
Category

GBP Moderate Allocation

Total Assets

694.14M

Expenses

Inception Date

Jul 24, 2013

Contact Information

Address Beech Gate, Millfield Lane, Lower Kingswood, Tadworth
Surrey, KT20 6RP
United Kingdom
Phone (+44) 08003686868

Top Executives

Name Title Since Until
Caroline Shaw Portfolio Manager 2023 Now
Biography Caroline joined Fidelity in September 2021 as a portfolio manager in the Solutions & Multi Asset Team.
Chris Forgan Portfolio Manager 2020 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.
Charlotte Harington - 2020 2023
Bill McQuaker Deputy Head 2017 2020
Biography Bill joined Fidelity Multi Asset in October 2016. He has three decades of investment experience, joining Fidelity from Henderson Global Investors, where he was Head of Multi Asset. Before this, Bill worked at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour, and substantial experience in managing multi asset investment strategies to deliver specific outcomes for clients. Bill graduated from Edinburgh University in 1985, with a BComm degree in Business.
James Bateman - 2010 2020
Eugene Peter Philalithis - 2012 2017
Biography 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.
Richard Skelt - 2006 2012
Biography Richard is a more than 20 years veteran of Fidelity Worldwide Investment. He joined in 1991 as Research Analyst and became Head of Quantitative Research and Portfolio Manager in mid-90s. He is the founder of the Investment Solutions Group, the Fidelity’s $42bn AUM investment team with capabilities in strategic and tactical asset allocation and manager selection. Richard manages a number of multi asset and equity funds with internal and open architecture for both retail and institutional clients. Richard holds an MBA from the London Business School.
Investment Solutions Group - 2006 2012
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