Fidelity Strategic Bond FundRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.3 | -1.5 | -16.1 | 7.2 | -1.3 | |
+/-Cat | 2.1 | -1.5 | -7.2 | 0.1 | -1.1 | |
+/-B’mrk | 2.4 | 0.0 | -3.9 | 0.9 | -0.4 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 27/03/2024 | GBX 27.72 | |
Day Change | 0.14% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B05NC857 | |
Fund Size (Mil) 29/02/2024 | GBP 378.21 | |
Share Class Size (Mil) 27/03/2024 | GBP 11.88 | |
Max Initial Charge | - | |
Ongoing Charge 26/01/2024 | 1.11% |
Morningstar Research |
Analyst Report | 25/05/2023 Giovanni Cafaro, Analyst Morningstar, Inc |
Despite the current manager lineup on Fidelity Strategic Bond still being in its early days compared with established peers, it has a strong and stable investment process providing a balanced portfolio for flexible fixed-income investors. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Strategic Bond Fund |
The Fund aims to deliver an income with the potential to increase the value of investor's investment. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) global debt instruments, which may include (but are not limited to) government bonds, inflation-linked bonds, investment grade and high yield corporate bonds, which could include investment in countries considered as emerging markets as determined by the Investment Manager at its sole discretion. The Fund is actively managed without reference to a benchmark. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Claudio Ferrarese 01/01/2019 | ||
Timothy Foster 01/01/2019 | ||
Inception Date 18/04/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofAML Q880 Custom hdg GBP | Bloomberg Global Aggregate TR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Strategic Bond Fund | 31/01/2024 |
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