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Fidelity Mlt Asst Allctr Defesv W Acc

Price: 136.30p|Change: 0 (0%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Management

Name of companyFIL Investment Services (UK) Ltd
Phone(+44) 08003686868
Websiteprofessionals.fidelity.co.uk/about-fidelity/contact-us
AddressBeech Gate, Millfield Lane, Lower Kingswood, Tadworth
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Surrey KT20 6RP
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSNo
Inception date01/03/2013

Managers

Fund managerChris Forgan
Manager start date06/10/2017
BiographyChris Forgan is a Portfolio Manager at Fidelity Multi Asset. Chris has 20 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria.
Fund managerSarah Cawthray
Manager start date01/01/2021
Biography-

AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.

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