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fidelity

Your profession

Fidelity to name Bolton's successor

Fidelity is set to name the successor to its star fund manager Anthony Bolton, who will step down from front-line duties at the end of the year.

clock 14 May 2007 •

Investment

Fidelity launches 'target date' retirement funds

Fidelity has launched a new range of ‘lifetime funds' for people planning for retirement which use a ‘target date' approach instead of ‘lifestyling'.

clock 30 April 2007 •

Your profession

Fidelity's Hall poached by AXA IM

AXA Investment Managers has poached co-head of fixed income and chief investment officer at Fidelity International, Martin Hall.

clock 05 April 2007 •

Investment

Property needs to go 'back to basics'

Income funds could have a challenging year ahead, while it is time to go ‘back to basics' in the property market, warns some of the UK's top fund managers.

clock 14 February 2007 •

Investment

Asset mix should be focus of with-profits reviews

The asset allocation of with-profits funds should be the focus of reviews by advisers as changes may mean the current mix is not what either they or the client may anticipate.

clock 13 February 2007 •

Investment

Inflation is not a worry to bonds, suggests Fidelity

IFAs should ignore concerns about the headline inflation rate when making fixed interest investment recommendations as this has little impact on bond yields and returns, says Fidelity.

clock 07 February 2007 •

Investment

Licensing issues could confuse advice on Reits

The potential confusion over how and when to give advice on Real Estate Investment Trusts mean advisers will gain most exposure to Reits through mutual funds, suggests Fidelity.

clock 02 February 2007 •

Investment

Buildings favoured over property firms

Investors are around seven times more likely to buy into bricks and mortar property funds than property securities funds, despite the potential for higher returns.

clock 30 January 2007 •

Investment

Voices raised over cost of funds within NPSS

Several organisations operating in the pensions market have welcomed government proposals for the introduction of personal accounts, announced yesterday, but have questioned whether it is possible to limit both charges and access to funds.

clock 13 December 2006 •

Your profession

Fidelity to cover retirement in 2007 workshops

Fidelity and FundsNetwork have announced their 2007 adviser workshops will include a new retirement masterclass section.

clock 13 December 2006 •
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