Four new ratings for Fidelity funds

clock

Four Fidelity UK retail funds have been awarded fresh ratings from OBSR.

The FIF Special Situations, FIF Global Special Situations and FIF Sterling Bond have been rated A by OSBR, while the FIF MoneyBuilder Income has been raised from an AA to AAA rating. Richard Romer-Lee, research director at OSBR says: “Having met with Sanjeev Shah and Jorma Korhonen on a number of occasions both before and after the official handover from Anthony Bolton, our overall conviction in the managers and their approach has led us to award both Special Situations and Global Special Situations funds an A rating." Ian Spreadbury, manager of Sterling Bond and MoneyBuilder Income has ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read
FCA issues warning notice to Neil Woodford over liquidity failings

FCA issues warning notice to Neil Woodford over liquidity failings

The firm failed on four accounts between 2018 and 2019

James Baxter-Derrington
clock 11 April 2024 • 2 min read