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 ha...

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

Quality investing: Holding conviction when markets test investors

Quality investing: Holding conviction when markets test investors

Quality investors have no doubt had their conviction 'severely tested' of late

Scott Spencer
clock 31 March 2026 • 5 min read
Darius McDermott: The five-year laggards - can they revive?

Darius McDermott: The five-year laggards - can they revive?

'It's a complex backdrop for investors'

Darius McDermott
clock 31 March 2026 • 6 min read
Protecting portfolios during heightened inflation risk

Protecting portfolios during heightened inflation risk

'This is a year for careful, defensive positioning'

Fahad Hassan
clock 30 March 2026 • 3 min read