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Chris Forgan, Portfolio Manager, Fidelity Multi Asset Allocator range Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of
Chris Forgan, Portfolio Manager, Fidelity Multi Asset Open range The period defined by low inflation and ever decreasing interest rates prevalent in developed markets over much of the previous four decades seems to be over. In the post-Covid era, inflation has been rising and central banks are hiking interest rates
Paul Nash, Investment Director, Fidelity Multi Asset Home bias exists in portfolios for a variety of reasons. However, the evolution of market structures means that many of those reasons have diminished over time. Now many UK investors that have a home bias do so because of historical norms, rather than an investment
Fidelity International drops fulcrum fees following muted demand from retail investors Fund group also announced on Tuesday a cut in the OCF of its passive multi-asset range Fidelity is scrapping the variable fee share class across five of its Oeics after a lack of demand saw assets dwindle, while also cutting the cost of its passive multi-asset range. The asset manager’s fulcrum fee share class – W-Variable Management Fee (W-VMF) – was introduced across five of its UK-domiciled Oeics in July 2018 in response to the growing debate around the value of active fund management. It came afte...
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