Fact sheet: Fidelity Pre-Retirmnt Bd

Fund information

Fund name
Fidelity Pre-Retirement Bond Y Gross Acc
Fund company manager
Fidelity International (FIL In
Fund type
OIC
Fund manager
Ian Fishwick
since 11/12/2013
Fund objective
The Fund’s investment objective is to achieve both capital growth and income relating to changes in annuity rates. The Fund will obtain exposure primarily to Sterling denominated (or hedged back to Sterling) government and corporate bonds.
Benchmark
-
Investment style
None
Investment method
Fixed Interest

Performance snapshot

Quick stats

1 Year return

12.06 %

1 Year rank in sector

32/83

Sector

UT Sterling Strategic Bond

Yield

2.78

Fund size
-
FE Risk score

53

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0 %6.33 %7.98 %32.64 %0 %
Sector0.34 %4.29 %7.25 %13.64 %30.69 %
Rank within sector72 / 8510 / 8432 / 833 / 74 /
Quartile th4 th1 st2 nd1 st th

Calendar performance

YTD-20172016201520142013
Fund4.97 %13.8 %0.17 %17.5 %0 %
Sector3.78 %7.28 %-0.29 %6.75 %2.59 %
Rank within sector18 / 844 / 7836 / 742 / 73 /
Quartile th1 st1 st2 nd1 st th

Risk statistics

Alpha5.15
Beta0.64
Sharpe0.77
Volatility8.37
Tracking error7.75
Information ratio0.27
R-Squared0.2

Price movement

52 week high14110
52 week low12790
Current bid price0
Current offer price0
Current mid price13940

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-