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Fidelity Inst UK Multi Manager Plus

Ranked 27 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

Ian Fishwick

Prior to becoming a fellow of the Institute of Actuaries, Ian studied natural sciences at Manchester and at Downing College Cambridge between 1974 and 1984. His career as an actuary was short-lived after joining Sun Life of Canada where he went from being a credit analyst to a fund manager to head of fixed income and finally attaining the title of CEO. He then joined Credit Suisse in 2000 where he worked for seven years before joining Fidelity where he currently works on the fixed income desk. In his spare time, among other things, Ian is a keen golfer and chess player.

Objective

The Fund's investment objective is to achieve both capital growth and income. The Fund will invest primarily in non-gilt fixed interest securities.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 -2.1% -1.4% -0.2% -0.3% -0.3%
2017 6.5% 2.9% 1.1% 0.3% 2.1%
2016 10.6% 2.6% 3.8% 6.2% -2.2%
2015 0.7% 3.4% -3.4% 0.2% 0.6%
2014 12.6% 3.0% 2.4% 2.5% 4.2%
2013 1.7% 2.0% -3.0% 2.3% 0.5%
2012 14.4% 3.5% 1.8% 6.5% 2.0%
2011 8.1% 1.7% 2.1% 0.7% 3.4%
2010 9.9% 5.2% 1.3% 5.2% -2.0%
2009 19.3% -4.7% 11.1% 11.1% 1.4%
2008 -9.3% -3.5% -2.6% -1.6% -2.0%
2007 2.0% 0.0% -2.5% 2.3% 2.3%
2006 0.7% -0.5% -1.6% 3.4% -0.5%
2005 8.7% 0.4% 4.2% 1.6% 2.2%
2004 6.9% 0.8% -1.6% 4.3% 3.3%
2003 6.7% 1.9% 4.0% 0.1% 0.6%
2002 9.0% 0.7% 2.3% 4.7% 1.1%
2001 7.0% 2.0% -1.4% 4.1% 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
United Kingdom 1.750% 07-Sep-2022 8.17%
KfW 6.000% 07-Dec-2028 4.02%
European Investment Bank 5.625% 07-Jun-2032 2.81%
European Investment Bank 0.875% 15-Dec-2023 2.71%
GE Capital UK Funding Unlimited Co 8.000% 14-Jan-2039 2.30%
SNCF Reseau 4.830% 25-Mar-2060 1.71%
United Kingdom 4.250% 07-Dec-2055 1.64%
Westpac Banking Corp 2.125% 02-May-2025 1.56%
United Kingdom 4.500% 07-Dec-2042 1.54%
America Movil SAB de CV 4.948% 22-Jul-2033 1.45%
31/12/2018

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Ireland
  5. Netherlands
  6. Norway
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date01/11/2000
  • Share Class size204Mn
  • Base currencyGBP
  • ISIN GB0002051620

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0.00%

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