Research_strapline

Are you an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

Register for FundCalibre!

We just need to know
if you are an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

Fidelity Strategic Bond

Elite Rated by FundCalibre

A well run “strategic” bond fund drawing on Fidelity’s and Ian’s experience and research capability. They have been successful in finding an efficient balance between risk and return to provide an optimal risk-return profile over the longer term.

Company Description

Fidelity International is a financial services corporation established in 1969. With offices in more than 20 countries, its product range spans mutual funds, defined contribution pensions, segregated portfolios and multi-manager offerings. It compensates managers on long-term performance, illustrating its intention to align interests with clients.

Factsheet_fidelity_international_logo

Fund Manager

Ian joined Fidelity in 1995. His most recent accolade was being awarded the OBSR ‘Outstanding Investor’ honour. Ian holds an MSc in mathematical statistics from the University of Sussex and a BSc in pure & applied mathematics from the University College of North Wales. He is a Fellow of the Institute of Actuaries

Factsheet_ian_spreadbury_fidelity

Fidelity Strategic Bond Fund is run as a ‘core’ bond fund, delivering not only good returns but also a relatively stable level of income. The fund carries low risk, and provides decent diversification for those already holding equity funds.

Ian Spreadbury - Fund Manager

The Investment Process

Ian adheres to the three pillars of bond investing; income, low volatility and low correlation to equities. The fund provides a diversified exposure to the fixed interest market, utilising the Fidelity fixed interest team’s experience to make dynamic allocation decisions within what can be a complex and constantly evolving asset class.

Risk

The fund aims to generate returns with low volatility and will use derivatives to more efficiently manage currency, credit, duration and country risk. The exposure to high yield strategies is normally limited to 20% of the portfolio, 60% being investment grade corporate credit and 29% government bonds, with cash and index linked bonds another option within the mandate.

Our Opinion

Ian has the experience to navigate the complex waters of the fixed interest market and he has been able to generate returns (and an income stream) with low volatility by selecting the right asset allocations for the majority of the time.

  • Fund
  • Sector

©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.