MultiManager Portfolios

Fidelity has over 19 years' experience of managing multi-fund portfolios.  Co-led by Fidelity veterans Geraldine Stewart and Richard Skelt, our MultiManager team manages five portfolios which address a diverse range of client needs.

Our highly experienced 12-strong MultiManager team, part of Fidelity’s Investment Solutions Group, conducts rigorous, fundamental research on every fund included in our Portfolios. They aim to select high alpha funds, which are lowly correlated, in order to deliver superior risk-adjusted returns.

Fidelity's MultiManager Portfolio range

Funds for income

Fidelity MultiManager Distribution Fund – a diversified portfolio investing in a range of equity (mainly UK equity income), bonds and property funds. It aims to achieve a combination of income and long-term capital growth.
Fidelity MultiManager Income Portfolio – a diversified portfolio investing in a split of about 55% Equity Income and 45% UK Corporate Bond funds. It provides an income and the potential for capital growth, with below-average risk.
Fidelity MultiManager Equity Income Portfolio – designed to provide an income along with some potential for capital growth, with attractive risk/return characteristics compared to its peers.

Funds for growth

Fidelity MultiManager Special Situations Portfolio - this is designed to be a high alpha UK growth fund with attractive risk/return characteristics compared to its peers.
Fidelity MultiManager Growth Portfolio -  a diversified global equity fund aiming for capital growth with below-average risk. UK exposure is broadly in line with the benchmark.

Further information 

MultiManager Portfolio compositions (PDF)
Reasons why (PDF)
MultiManager Web Conference with Geraldine Stewart - July 2008 
Latest prices

 

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