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Fidelity Funds - Global Multi Asset Income Fund A-mincome(g)-usd (0P0000YEZQ)

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7.567 -0.030    -0.41%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 537.59M
Type:  Fund
Market:  Luxembourg
Issuer:  Fidelity (FIL Inv Mgmt (Lux) S.A.)
ISIN:  LU0905234141 
Asset Class:  Equity
Fidelity Funds - Global Multi Asset Income Fund A- 7.567 -0.030 -0.41%

0P0000YEZQ Overview

 
On this page you'll find an in-depth profile of Fidelity Funds - Global Multi Asset Income Fund A-mincome(g)-usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000YEZQ among other information.
Category

USD Moderate Allocation

Total Assets

537.59M

Expenses

1.74%

Inception Date

Mar 27, 2013

Investment Strategy

The fund aims to achieve moderate capital growth over the medium to long term and provide income.

Contact Information

Address Centro Empresarial VEGA NORTE, Edificio 3
Kronberg im Taunus,Madrid 61476
Germany
Phone + 49 (0) 800 000 65 66
Fax + 352 26 38 39 38

Top Executives

Name Title Since Until
Becky Qin - 2024 Now
Talib Sheikh Lead Portfolio Manager 2024 Now
Biography Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder.
George Efstathopoulos - 2016 Now
Eugene Peter Philalithis - 2013 2023
Biography Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London.
Chris Forgan Portfolio Manager 2018 2021
Biography Chris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. 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. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Nick James Peters - 2013 2018
Biography Nick Peters manages a number of multi asset strategies, with a focus on delivering total return outcomes. Nick has over 20 years of investment experience and joined Fidelity in 2012 from Barclays Wealth, before which he spent 15 years as an equity portfolio manager at Henderson managing a number of European equity portfolios for clients. Nick is a qualified Chartered Accountant and holds a BA in Economics and Statistics from Exeter University.
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