Fixed Income Pension Funds
Below are our list of fund profiles for fixed income funds, click on the relevant factsheet link to view the required profile.
Fidelity's fixed income investment profiles outline the fund objective, investment approach and fund manager as well as fund facts.
| Fund name | Portfolio manager | Fund objective | Benchmark | Factsheet | |
|---|---|---|---|---|---|
| International Bond Fund | Andrew Weir |
The fund’s investment objective is to achieve income and capital
growth. The fund will invest primarily in government bonds and fixed
interest securities without any limitation as to the geographical areas in which those investments are made. |
Lehman Brothers Global Aggregate (ex UK and ex US MBS) Index |
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| UK Corporate Bond Fund | Ian Fishwick |
The fund’s investment objective is to achieve both capital growth and
income. The Fund will invest primarily in non-gilt fixed interest securities. |
Merrill Lynch Eurosterling Bond Index |
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| UK Long Corporate Bond Fund | Ian Fishwick |
The fund’s investment objective is to achieve both capital growth and
income. The fund will invest primarily in non-gilt fixed interest securities, at least half of which will have a remaining maturity of at least 10 years.
|
Merrill Lynch Eurosterling Over 10 Years Bond Index |
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| UK Gilt Fund | Ian Fishwick |
The fund’s investment objective is to achieve both capital growth and
income. The fund will invest primarily in UK gilts. The fund may also invest in other fixed interest securities.
|
FTSE A UK Gilts All Stocks Index |
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| Index-Linked Bond Fund | Andrew Weir | The fund’s investment objective is to achieve income and capital growth. The fund will invest primarily in UK and overseas index-linked gilts and other index-linked fixed interest securities. | FTSE A Index-Linked Over 5 Years Gilt Index |
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| Long Bond Fund | Ian Fishwick |
The fund’s investment objective is to achieve both capital growth and
income. At least half of the portfolio will be invested in UK and overseas gilts and other fixed interest securities with a remaining maturity of at least 15 years. The fund may also invest in other UK and overseas gilts and fixed interest securities.
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FTSE A UK Gilts Over 15 Years Index |
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| Sterling Core Plus Bond Fund | Andrew Weir |
The fund's investment objective is to achieve both capital growth and income. The fund will invest primarily in UK and international government and corporate bonds. The fund may also invest in emerging market debt and high yield securities. Derivatives and forward transactions may be used for investment purposes. The strategies attempt to maintain at least 90% of currency exposure in UK Sterling. |
iBoxx Sterling Overall 15+ |
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| UK Aggregate Bond Fund | Ian Fishwick |
The fund’s investment objective is to achieve both capital growth and
income. The fund will invest primarily in UK gilts and non-gilt fixed
interest securities. |
iBoxx Sterling Overall |
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This information is intended for Investment Professionals and Institutions in the UK only.
Please note that not all the funds mentioned may be registered or authorised for public distribution in each jurisdiction. Fidelity is not generally permitted to accept investment purchases from residents of countries where appropriate authorisations and registrations have not been obtained. In certain jurisdictions, investments may only be made through authorised intermediaries.
For information on our wide range of disciplines and investment vehicles, please contact us.






