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
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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
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 Morningstar.co.uk

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