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Fidelity Sterling Core Plus Reduced Dur Bd Gr Acc

Ranked 35 out of 48 in - Sterling over 12 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 Funds investment objective is to achieve both capital growth and income from a portfolio providing exposure primarily to UK and international government and corporate bonds, emerging market debt and high yield securities. While the Fund will be at least 85% permanently invested directly into the Sterling Core Plus Bond Fund Gross paying monthly Accumulation Share Class, it is the intention through the use of derivatives to adjust interest rate risk such that the returns achieved may be substantially different to those of the Sterling Core Plus Bond Fund.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -2.0% -0.8% 1.7% -0.5% -2.4%
2017 4.5% 2.2% 1.3% -0.1% 1.1%
2016 7.4% 0.7% 2.8% 3.0% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/2015
  • Share Class size78Mn
  • Base currencyGBP
  • ISIN GB00BYMFL858

Purchase Info

  • Min. initial investment100,000

Charges

  • Annual management0.00%
  • 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).