MoneyAM Fund Centre

Quick Stats

Fund Objective

This Fund targets an average annual return of 5.5% after the deduction of ongoing fund charges, over a typical market cycle of 5-7 years. The return target assumes the deduction of the ongoing charges figure (OCF) on the W share class. There is no guarantee that the target will be achieved by the Fund.

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.

Charlotte Harington

Bill joined Fidelity Multi Asset in October 2016. He has three decades of investment experience, joining Fidelity from Henderson Global Investors, where he was Head of Multi Asset. Before this, Bill worked at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour, and substantial experience in managing multi asset investment strategies to deliver specific outcomes for clients.Bill graduated from Edinburgh University in 1985, with a BComm degree in Business.