MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve an income yield of 4-6% per annum over a typicalmarket cycle (5-7 years). The Fund also aims to increase the value of yourinvestment over a period of 5 years or more which will typically be in line withinflation. Any income you may receive will vary depending on the share classof the Fund into which you are invested and is not guaranteed. The Fund investsat least 70% into funds (including funds managed by Fidelity) which provideglobal exposure to a mixture of asset classes. The Fund can also invest directlyinto transferable securities, money market instruments, cash and deposits, andis also able to use derivatives for efficient portfolio management andinvestment purposes. The Fund is actively managed without reference to abenchmark.Asset allocation exposure of the Fund will be actively managed subject to itremaining within the following parameters: 25-100% growth assets (such asequities, infrastructure securities and real estate securities) and 0-100% incomeassets (such as bonds and cash). The Fund’s asset allocation can be adjustedwithin the ranges in order to preserve capital or to take advantage of marketopportunities.

Fund Managers

Eugene Philalithis

Eugene Philalithis is a Portfolio Manager in Fidelity’s Multi Asset team, managing a number of strategies for retail and institutional investors. He is experienced in managing volatility targeted portfolios, having managed Fidelity’s Diversified Growth and Diversified Markets strategies for a number of years. Eugene joined Fidelity in 2007. Prior to joining Fidelity, Eugene spent seven years at Russell Investments, where he was responsible for managing approximately $10 billion in multi manager fixed income mandates.Eugene holds an MBA and a Bachelor of Engineering from Imperial College, London. He is also a CAIA Charterholder. Eugene leads Fidelity Multi Asset Strategy Selection team in Fixed Income & Alternatives Research, adding a breadth of expertise and skills to the Fidelity Target Fund range.

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.

George Efstathopoulos

George joined Fidelity in September 2011 as a Fixed Income Research Analyst for Fidelity Multi Asset, and was promoted to Assistant Portfolio Manager in December 2013. He became a Co-Portfolio Manager in January 2015. Prior to joining Fidelity, George was responsible for Fixed Income manager research and portfolio management at Stamford Associates. George began his career with Russell Investments where he joined as a capital markets intern before participating in the graduate scheme at Russell’s headquarters in Seattle, US. He then returned to London in the capacity of portfolio analyst and subsequently research analyst in the Fixed Income team. He received an MSc in Management Science and Operational Research from Warwick Business School in 2004 and a BSc in Management from the University of Southampton in 2003.