MoneyAM Fund Centre

Quick Stats

Fund Objective

Aims to provide long-term capital growth through global exposure to lower risk assets together with some exposure to higher risk assets. Invests primarily in funds including those managed by Fidelity. It may also invest directly in transferable securities (which includes company shares and bonds), money market instruments, cash and deposits. Can invest in bonds issued by governments, companies and other bodies. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. May also make extensive use of derivatives including more complex instruments or strategies to achieve the investment objective and these may result in leverage. The fund has discretion in its choices of investments within its objectives and policies. Asset allocation exposure of the fund will be actively managed and is typically allocated as follows: 75% lower risk assets (e.g. bonds and cash) and 25% higher risk assets (e.g. shares). This may be adjusted to within the ranges 65-100% lower risk assets and 0-35% higher risk assets to preserve capital or take advantage of market opportunities.

Fund Managers

Ayesha Akbar

Ayesha Akbar joined Fidelity's MultiManager Business in June 2008 as Portfolio Manager covering Asia Pacific ex-Japan and Global Emerging Market equities. She also brings a wealth of experience in other asset classes as a member of a broad asset team with previous employers. Prior to joining Fidelity Ayesha worked at Barclays Wealth for six years. She spent the first five years helping to establish the £10bn+ multi-manager business with the Private Clients division, working on global and regional fixed income and Asia/Emerging equities. For the last 12 months she has been an Associate Director of the newly formed Wealth division, focusing on manager research and portfolio management for Asian and Emerging equities. Prior to joining Barclays, Ayesha worked for two years as an investment analyst for Abu Dhabi Investment Authority, researching and managing portfolios of external funds focused on UK and European equities. Ayesha Akbar is a CFA Charterholder. She has a BSc (Hons) Economics degree and an MSc (Accounting and Finance) degree both gained from the London School of Economics and Political Science.