Expert analysis, disciplined process
Fidelity MultiManager adopts a rigorous investment approach that leverages Fidelity's experience & global resources. Our MultiManager products are designed to blend a concentrated number of uncorrelated, high-quality funds in optimised portfolios, with the overall aim of achieving superior risk-adjusted performance for investors.
Guiding principles to a distinct approach
We believe that fund management skill, style and biases can be identified and exploited in a way that does not dilute the alpha potential that each fund can bring to a portfolio. Fidelity's multi-manager capabilities are harnessed in a way that sees a number of guiding principles differentiate our approach from our competitors'.
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A flexible investment process
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Quantitative and qualitative inputs considered at all stages to evaluate alpha opportunities
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A team approach to research utilising experienced specialists in each capability
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Managing risk through combining uncorrelated sources of alpha
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Concentrated portfolios that are not over-diversified
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A portfolio construction process that focuses on individual funds
