bolton extends minimum tenure
Anthony Bolton has committed to running the Fidelity China Special Situations Investment Trust until April 2014, according to an announcement from the board this morning.
Fidelity
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fidelity defends sanjeev shah
Fidelity has come out in defence of Sanjeev Shah after it removed his Special Situations Fund from the UK equity sector on its Select List of funds.
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fidelity backs other firms special sits
Fidelity’s Special Situations Fund has been removed from the firm’s Select List, even as Fidelity continues to recommend Artemis, BlackRock, Investec and Jupiter’s offerings in this space.
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fidelity to sell indian fund arm
L&T Finance Limited, a subsidiary of technology, engineering and construction group Larsen and Toubro, is set to acquire Fidelity Worldwide Investments Indian mutual fund business.
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shaughnessy departs Fidelity for Zurich
Fidelity’s UK managing director Gary Shaughnessy is to depart the firm to head up Zurich’s UK Life business from June 2012.
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fidelity demographics fund targets social trends
Fidelity Worldwide Investment has launched a Global Demographics Fund, focusing on long-term trends such as population growth, the rise of new middle classes and population ageing.
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cass back to school after fund manager attacks
Cass Business School slates fund managers for their lack of ability to outshine others when it comes to picking stocks in their own industry. They have missed the point entirely…
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mid tier fund houses set for radical change
As margins and revenues get harder to find, those asset management firms just outside the really big guns are likely to refocus their business and move away from the retail investor.
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new start for Roberts and for global equity income
Wealth managers are suspicious of putting money with managers taking on new funds in sectors where they have little track record, so where does this leave Daniel Roberts for whom Fidelity has today unveiled Global Dividend Fund?
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fidelity unveils global dividend fund
Fidelity Worldwide Investment has unveiled its latest equity income fund run by ex-Gartmore manager Daniel Roberts, who joined the firm at the tail end of last year.
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boltons fund struggles to neutral rating
Anthony Bolton’s Fidelity China Special Situations Fund has been given a ‘neutral’ rating by Morningstar at the launch of its new investment trust analyst ratings service.
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fidelity aligns amcs on multi-asset range
Fidelity has aligned the AMCs on its suite of multi-asset funds to 1.25%, taking the charge for its Multi Asset Defensive Fund up while the Multi Asset Growth Fund will see a fee cut.