Fidelity Funds - Euro Short Term Bond Fund Y-Acc-EUR
Category EUR Diversified Bond - Short Term
Last buy/sell price
€26.8004
€-0.004 (-0.02%)
Fund Code
BGCZ4B3
LU0346393704
Prices updated as at 23 Apr 2024
Prices in EUR
Investment objective
The fund aims to achieve capital growth over time and provide income. The fund invests at least 70% of its assets, in euro-denominated debt securities, focusing its investments in investment grade European fixed rate debt securities with less than five years to effective maturity. The fund may also invest in money market instruments on an ancillary basis. The fund invests at least 50% of its assets in securities of issuers with favourable environmental, social and governance (ESG) characteristics.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund launch date
10 Mar 2008
Domicile
Luxembourg
UCITS
Yes
Lead manager
Ario Nejad
Lead manager start date
27 Mar 2019
Lead fund manager biography
Ario Emami Nejad joined Fidelity International in 2010, since then he has worked as a Fixed Income Graduate, Fixed Income Trader, and a portfolio manager.
Fund manager
Rick Patel
Manager start date
27 Mar 2019
Fund manager biography
Rick Patel is a fixed income portfolio manager in Fidelity’s London office. He specialises in global and regional fixed income products, and was a quantitative analyst and key member within the fixed income team for five years prior to moving into an associated portfolio manager role in 2005. After two years, he was promoted to portfolio manager at FIA(UK).
Head office
2a, rue Albert Borschette
Luxembourg
Luxembourg
L-1246
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