Fidelity Strategic Bond Fund

Tim Foster took over the full management of the strategy in 2019, alongside Claudio Ferrarese. Prior to that he worked on the strategy as a co-manager with the previous manager. The aim of the strategy is to deliver attractive levels of income with low volatility.

The fund has underperformed the index over 5 years, and since Tim has been involved with the strategy. Care needs to be taken when selecting between an index and active bond fund. An index fund has the potential to hold the most indebted companies and if rates move then this fund could be hit the hardest. If an investor thinks interest rates will not move much, then an index option may be the better route against this fund….read more

Fund Facts Morningstar

Notes

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