Fidelity Multi Asset Open Defensive Y Acc

Ranked 66 out of 155 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ayesha Akbar

Bill McQuaker

Born in Girvan in 1963, Scotsman Bill McQuaker attended the University of Edinburgh graduating with an honours degree in business studies. He started his investment career with County Natwest IM in 1986, and moved onto NatWest Securities before taking on a role as European equity strategist at Credit Suisse in 1996. He then joined Henderson in 2005, and is now head of equities, responsible for overseeing the management of Henderson's equity assets. Bill and his team are responsible for equity assets covering all regions, as well as specialist SRI, multi-manager, single sector and hedge funds. He remains director of the multi-manager funds which he has been responsible for since 2005. Away from the office, the outdoor life features strongly in Bill’s recreation with golf, tennis, football and walking joining music on his list of interests.

Objective

The fund aims to provide an average annual return of 4% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The fund typically has a large exposure to lower risk investments with the aim of mitigating the risk of capital losses. The fund provides global exposure to a diversified range of assets by primarily investing in funds. Asset allocation exposure of the fund will be actively managed subject to it remaining within the following parameters in all market conditions: 0-35% equity, 15-100% debt instruments, 0-30% cash and 0-30% alternatives.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -2.6% -4.2% 3.5% -0.2% -1.6%
2017 3.9% 1.8% 0.7% 0.0% 1.5%
2016 11.2% 1.5% 3.6% 4.9% 0.9%
2015 -0.3% 3.0% -2.7% -2.0% 1.6%
2014 7.3% 0.9% 1.8% 1.3% 3.2%
2013 -2.3% 0.6% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date05/02/2013
  • Share Class size00Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.75%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).