MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to provide income and capital growth Obtains exposure primarily to UK and international government and corporate bonds. May also invest in emerging market debt and high yield securities. The strategy aims to maintain at least 90% of its currency exposure to sterling. Investments may be made in relation to bonds issued in currencies other than the fund’s denominated currency. Exposure to currencies may be hedged, for example with currency forward contracts. Can invest in relation to bonds issued by governments, companies and other bodies. The fund may make extensive use of derivatives including complex derivative instruments and strategies which are consistent with achieving the fund’s objective. This may result in “leverage” by which we mean a level of exposure which could expose the fund to the potential of greater gains or losses than would otherwise be the case. The fund has discretion in its choices of investments within its objectives and policies.

Fund Managers

Sajiv Vaid

Sajiv joined Fidelity in 2015 as co-manager of the Fidelity MoneyBuilder Income and Extra Income Funds. He became lead manager of both funds in January 2019 and has also been lead manager of the Fidelity Short Dated Corporate Bond Fund since its launch in November 2016. After graduation, Sajiv joined Gerrard Group as a trainee bond fund manager, working there until 1997. He then moved to Fuji Investments as a fully-fledged bond fund manager, where he managed global fixed income portfolios. In 2001, he joined Royal London Asset Management where he managed their flagship retail and institutional corporate funds. Sajiv graduated from the University of Hull in 1991 in Economic & Social History and holds an MA in Modern International Studies from University of Leeds.

Ian Fishwick

Ian joined Fidelity in 2007 and has been running Sterling benchmarked institutional bond portfolios. He also acts a Co-Portfolio Manager on inflation linked strategies including the Fidelity Funds - Global Inflation Linked Bond and Fidelity Institutional Index Linked funds. Prior to joining Fidelity, Ian had twenty years’ experience in asset management. He joined Confederation Life as a credit analyst in 1986 and later became a portfolio manager, Head of Fixed Income and CIO for Sun Life of Canada’s UK asset management business. In 2001 he became Head of UK Fixed Income at Credit Suisse Asset Management, where he stayed until joining Fidelity.Ian has a MA (Hons) from studying Natural Sciences at Downing College, Cambridge and is a Fellow of the Institute of Actuaries.

Kristian Atkinson

Kris Atkinson is Portfolio Manager of Fidelity’s Global Corporate Bond, Fixed Maturity and Global Hybrids portfolios. Kris joined Fidelity in 2000 as a Research Associate, became a Credit Analyst in 2001 and was promoted to a Senior Credit Analyst position in 2010. During this time he covered a variety of sectors across Investment Grade, High Yield and Emerging markets including European utilities, consumer / retail, pharmaceutical, global energy and basic materials. He became a Portfolio Manager in 2013.Prior to joining Fidelity, Kris worked for Lexecon, a consultancy subsequently acquired by Charles River Associates. Kris has an MA Economics from the University of Cambridge.