Following the announcement that Trevor Greetham will be relinquishing his role as asset allocation director and portfolio manager of the Fidelity Multi Asset Strategic fund, we have moved the fund’s Morningstar Analyst Rating™ to Under Review. The fund previously held a Bronze rating. Mr Greetham’s long experience in asset allocation and his Investment Clock model -- a proprietary macroeconomic model based on his research on the relationship between markets and the economy -- were key to our positive view on the fund. From 30th January 2015, experienced manager Nick Peters, who leads on equity research within the multi-asset team and runs other Fidelity Solutions funds, will take joint responsibility for the fund along with Kevin O’Nolan and George Efstathopoulos, previously assistant portfolio managers. We will be meeting with the managers in due course to understand their future plans for the fund.
See the latest Morningstar OBSR fund rating news here.
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