MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide long term capital growth through a balanced portfolio providing global exposure to both lower and higher risk assets. The Fund will primarily invest into index tracking funds (which may include funds managed by Fidelity) with the aim of pursuing a lower cost investment approach. The Fund can also invest directly into transferable securities, other collective investment schemes, money market instruments, cash and deposits, and is also able to use derivatives for efficient portfolio management and investment purposes. Asset allocation exposure of the Fund will be typically as follows: 60% lower risk assets (such as debt instruments including global government bonds, global corporate bonds and cash) and 40% higher risk assets (including global equities, global emerging market equities, global smaller companies and Real Estate Investment Trusts).

Fund Managers

Chris Forgan

Chris Forgan joined Fidelity in 2017 as a Portfolio Manager for Fidelity Multi Asset. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell in 1997.Chris has a BA (Hons) Marketing Administration from the University of Northumbria.

Sarah Jane Cawthray

Sarah Jane Cawthray is a Portfolio Manager - Beta strategies at Fidelity Multi Asset, focusing on the co-management of quantitative-driven portfolios. Sarah Jane joined Fidelity in 2017. Prior to joining Fidelity. Sarah Jane spent 17 years at Merrill Lynch Investment Managers, where she was responsible for managing a variety of fixed income mandates. Sarah Jane has an MA Mathematics from Oxford University, and is an associate (ASIP) of CFA UK.