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

Fifty years after 'Bogle's Folly', what comes next for financial advice?

Fifty years after 'Bogle's Folly', what comes next for financial advice?

'Indexing will continue to grow, but the wrapper through which investors access it will change'

Gillian Hepburn
clock 12 October 2026 • 4 min read
Chris Justham: Why the industry must 'entertain and engage' investors

Chris Justham: Why the industry must 'entertain and engage' investors

‘We can’t just offer them a dry cracker and ask them to chew it down’

Chris Justham
clock 07 October 2026 • 3 min read
Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Two new funds launched

Michael Nelson
clock 06 October 2026 • 6 min read