Fidelity Fee Change and New Income Options

NEWS YOU CAN USE: This month saw a flurry of income fund launches and further details of Fidelity’s new performance fee

Emma Simon 1 December, 2017 | 7:08AM
Facebook Twitter LinkedIn

November has proved to be another busy month, with a flurry of fund launches and fund manager moves. Income continues to be a key concern for investors, so it is perhaps not surprising that the new funds were focused on bonds and income. There were also further details of how Fidelity, one of the world’s biggest fund managers, plans to move towards performance-related pricing.

The financial headlines were dominated by the Budget. The Chancellor Philip Hammond delivered a safe but steady budget despite a background of lower growth forecasts and continued Brexit uncertainty.

But despite this gloomier outlook, fund sales continued to boom, although sales of UK funds remain sluggish.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Fidelity American A Acc GBP5,423.26 GBP-0.69Rating
Fidelity Asian Dividend W Acc219.21 GBP-0.81Rating
Fidelity European W Acc2,225.00 GBP-0.09Rating
Fidelity Global Special Sits W Acc5,393.07 GBP-0.35Rating
Fidelity Special Situations4,335.02 GBP-0.23Rating
Janus Henderson Cont Eurp G€ Acc17.68 EUR0.07Rating
Janus Henderson European Sel Opps I Acc2,487.01 GBP-0.24Rating
KONE Oyj Class B68.38 EUR0.00Rating
LF Equity Income C Sterling Acc3.45 GBP0.00
Microsoft Corp257.38 USD0.00Rating
Procter & Gamble Co132.78 USD0.00Rating
TB Evenlode Global Income B EUR Acc1.52 EUR0.25Rating
TB Evenlode Income B Acc365.14 GBP0.43Rating
Wolters Kluwer NV82.02 EUR0.00Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement