MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to deliver an income with the potential to increase the value ofyour investment. The Fund will be at least 70% exposed to sterling-denominated (or hedgedback to sterling) investment grade debt instruments, with an effective maturityof less than or equal to 5 years.The Fund is actively managed. The Investment Manager identifies suitableopportunities for the Fund utilising in-house research and investmentcapabilities.The Investment Manager will, when selecting investments for the Fund and forthe purposes of monitoring risk, consider the ICE Bank of America Merrill Lynch1-5 Year Euro-Sterling Index. However, the Investment Manager has a widedegree of freedom relative to the index and may invest in issuers, sectors,countries and security types not included in the index in order to takeadvantage of investment opportunities. This means the Fund’s investments andtherefore performance may vary significantly from the index.The Fund may also obtain exposure to transferable securities, money marketinstruments, collective investment schemes, cash and near cash and deposits.Derivatives may be used for efficient portfolio management and investmentpurposes and may include (but are not limited to) derivatives on exchangerates, interest rates, inflation and credit. The Fund may also take positionswhich enable it to benefit from falling asset prices. The Fund’s performance can be compared to the ICE Bank of America MerrillLynch 1-5 Year Euro-Sterling Index as the index constituents best represent thecharacteristics the Fund is seeking to gain exposure to.Many funds sold in the UK are grouped into sectors by the InvestmentAssociation (the trade body that represents UK Investment Managers), tofacilitate comparison between funds with broadly similar characteristics. ThisFund is classified in the IA Sterling Corporate Bond sector. Performance dataon funds within this sector may be prepared and published by data providersand will be used when evaluating the performance of this Fund. The IA sectormost closely reflects the combination of assets in the Fund.

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.

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.