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
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

3.37 %

1 Year rank in sector

46/82

Sector

UT Sterling Strategic Bond

Yield

2.62

Fund size
-
FE Risk score

61

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.88 %0.22 %3.37 %24.1 %0 %
Sector0.47 %1.79 %3.79 %13.39 %24.65 %
Rank within sector9 / 8463 / 8246 / 824 / 74 /
Quartile th1 st4 th3 rd1 st th

Calendar performance

YTD-20172016201520142013
Fund3.92 %13.8 %0.17 %17.5 %0 %
Sector4.13 %7.28 %-0.29 %6.75 %2.59 %
Rank within sector46 / 824 / 7736 / 742 / 73 /
Quartile th3 rd1 st2 nd1 st th

Risk statistics

Alpha3.08
Beta0.67
Sharpe0.51
Volatility8.58
Tracking error7.81
Information ratio0.06
R-Squared0.22

Price movement

52 week high14140
52 week low12790
Current bid price0
Current offer price0
Current mid price13800

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-