Fidelity Funds - Flexible Bond Fund A-MINCOME(G)-GBPRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -16.5 | 7.0 | 2.8 | |
+/-Cat | - | - | -7.6 | -0.1 | -1.4 | |
+/-B’mrk | - | - | -3.0 | 1.2 | 0.3 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 21/11/2024 | GBP 0.81 | |
Day Change | 0.00% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | - | |
ISIN | LU2303048073 | |
Fund Size (Mil) 31/10/2024 | GBP 114.10 | |
Share Class Size (Mil) 21/11/2024 | GBP 0.00 | |
Max Initial Charge | 3.50% | |
Ongoing Charge 30/07/2024 | 1.44% |
Morningstar Research |
Analyst Report | 19/09/2024 Giovanni Cafaro, Analyst Morningstar, Inc |
Despite the current manager lineup on Fidelity Flexible Bond still being in its early days compared with established peers, it has a strong and stable investment process providing a balanced portfolio for flexible fixed-income investors. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Fidelity Funds - Flexible Bond Fund A-MINCOME(G)-GBP |
The fund aims to achieve capital growth over time and provide income. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Timothy Foster 30/06/2024 | ||
Inception Date 24/02/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA Q880 Custom TR GBP | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fidelity Funds - Flexible Bond Fund A-MINCOME(G)-GBP | 30/09/2024 |
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