MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund's investment objective is to achieve a relatively high income with the possibility of capital growth. The Fund will obtain exposure primarily to sterling-denominated (or hedged back to sterling) fixed interest securities.The Fund may invest directly in fixed interest securities or may achieve exposure indirectly through the use of derivatives. The Fund may also invest in other transferable securities, money market instruments, collective investment schemes, cash and near-cash and deposits. Derivatives may be used for efficient portfolio management and investment purposes and may include (but are not limited to) derivatives on exchange rates, interest rates, inflation and credit. The Fund may also take positions which enable it to benefit from falling asset prices.

Fund Managers

Timothy Foster

Tim joined Fidelity in 2003. He has been co-manager of the Fidelity Strategic Bond Fund since April 2017. He joined Fidelity as a quantitative analyst and became a portfolio manager of our money market strategies in 2007. Since then, he has widened his portfolio management responsibility beyond short dated portfolios, to now include corporate and inflation linked bonds. Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance.

Claudio Ferrarese

Claudio joined Fidelity in 2006. He has been co-manager of the Fidelity Strategic Bond Fund since April 2017. His first role at Fidelity was as part of the quantitative research team, where his main responsibility was portfolio construction and trade idea generation in credit, rates, FX, structured credit and credit options. Claudio became an assistant portfolio manager in 2015, where he was attached primarily to total return and absolute return strategies. He was appointed to co-portfolio manager in 2016. Prior to joining Fidelity, he works as a structured finance analyst at Capitalia Banking Group, Rome. Claudio has an MSc Financial Mathematics from Kings College in London