How an adviser firm triggered changes to Fidelity fund range

As Chadney Bulgin's assets under management, which now sits at just more than £800m, continued to grow, its investment committee looked to bring in greater diversification of fund managers, according to financial planner and paraplanning manager Martin Green. The firm wanted to avoid becoming overweight in the range of managers it used at the time, he explains, which led it to research managers that would suit its investment philosophy. Chadney Bulgin believed a tactical overlay - the parts of the fund used to implement more short-term market positions - which takes a view on the inve...