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Fidelity Funds - Sustainable Multi Asset Income Fund (0P0001O8K4.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
8.09+0.02 (+0.31%)
As of 09:00PM CET. Market open.

Fidelity Funds - Sustainable Multi Asset Income Fund


Management Information
,Lead Manager since November 1, 2018
George Efstathopoulos 于 2011 年 9 月加入富达,担任富达多元资产的固定收益研究分析师。 他于 2013 年 12 月晋升为助理投资组合经理,然后于 2015 年晋升为联席投资组合经理。2017 年 1 月,他晋升为投资组合经理。 在加入富达之前,George 在 Stamford Associates 负责固定收益研究和投资组合管理。 George 的职业生涯始于罗素投资,担任投资组合分析师,然后在固定收益团队担任研究分析师。 他于 2004 年获得华威商学院管理科学和运筹学硕士学位,并于 2003 年获得南安普顿大学管理学学士学位。他还是特许另类投资分析师。
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyFidelity (FIL Inv Mgmt (Lux) S.A.)
Net AssetsN/A
YTD ReturnN/A
Morningstar RatingN/A1
Inception DateNov 20, 2001

Fund Operations

Last Dividend0.26
Last Cap GainN/A
Holdings Turnover100.92%
Average for CategoryN/A

Fees & Expenses

Expense0P0001O8K4.FCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A