Fidelity Strategic Bond Fund

Select share classes

Fidelity Strategic Bond Fund Fund W Accumulation

Category Global Flexible Bond - GBP Hedged


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

126.10p

arrow-up0.20p (+0.16%)

Fund Code

YSTRB

BCRWZS5

GB00BCRWZS59

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to deliver an income with the potential to increase the value of investor's investment. The Fund will be at least 70% exposed to sterling-denominated (or hedged back to sterling) global debt instruments, which may include (but are not limited to) government bonds, inflation-linked bonds, investment grade and high yield corporate bonds, which could include investment in countries considered as emerging markets as determined by the Investment Manager at its sole discretion. The Fund is actively managed without reference to a benchmark.

Our view

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Why we like the fund

This Fund is co-managed by two highly-experienced portfolio managers, Claudio Ferrarese and Tim Foster, who are focused on combining the best investment ideas recommended by a team of in-house macro, credit and quantitative analysts into a portfolio that generates attractive risk-adjusted returns. Returns are predominately driven by asset allocation, yield-curve positioning as well as security selection, where the team’s emphasis is on bottom-up issuer selection to ensure adequate diversity and downside protection against credit risk due to the asymmetric nature of these returns.

How to use this fund

The Fund aims to provide regular income and capital preservation with low volatility - qualities which may appeal to investors who want to diversify their exposure to equities or rely on income from their investment portfolio. As the ‘go-anywhere’ fund proposition in the fixed-income space, the Fund has the flexibility to invest across the fixed-income universe and has therefore a total return objective rather than trying to outperform a benchmark. Due to the Fund’s emphasis on diversification to equity and capital preservation, on average it tends to have a longer duration and less credit risk compared to peers.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.