Fidelity Multi Asset Strategic - Neutral

FUND RESEARCH UPDATE: Fund moved from Under Review to Neutral

Jeremy Beckwith 22 April, 2015 | 6:52AM
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Following a recent Morningstar Analyst Ratings Meeting, Morningstar have moved the Fidelity Multi Asset Strategic fund to a Neutral Rating. The fund was previously Under Review following the announcement that its manager, Trevor Greetham, would be leaving Fidelity. The investment approach has now become more team-based with less dependence on either of the two new managers, Kevin O’Nolan and Nick Peters. However, the historic rating was based mainly on the asset allocation experience brought by Greetham.

See the latest Morningstar fund rating news here.

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About Author

Jeremy Beckwith  is Director of Manager Research for Morningstar UK