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Fidelity Multi Asset Strategic

Fund Manager Top Pick for 2012!

This fund has been selected by Fidelity Investment Managers as a Top Pick Fund for 2012.

Why do the Investment Managers think it has good growth and investment potential?

This fund has a proven track record in bull and bear markets delivering a combination of strong performance and lower volatility than alternative funds. The allocation to different assets is carefully adjusted over time, within set parameters so it's fully in-tune with the economic cycle and it offers broad diversification through exposure to five asset classes - cash, bonds, equities, property and commodities

Key points to note:

  • As economic conditions change, different asset classes perform differently. The point of multi asset investing is to anticipate these changes and to adjust the amount invested in each asset to deliver a combination of growth while looking to temper, as far as possible, the potential risk of capital loss.
  • The manager, Trevor Greetham, uses his proprietary Investment Clock model to adjust exposure to asset classes across the market cycle

Why you believe this fund will outperform?

  • The fund has a proven long-term track record in asset allocation across market cycles
  • It has delivered low volatility returns and helped to limit losses during periods of market volatility
  • It has the flexibility to react if economic conditions change and a more risk-on investment style is appropriate

What is the fund objective?Top Picks 2012

The Fund's investment objective is to achieve long-term capital growth by investing in a range of global assets providing exposure to bonds, equities, commodities, property and cash.

The Fund will invest primarily through other regulated collective investment schemes, including schemes managed by Fidelity, and may also invest directly in other transferable securities, money market instruments, cash and deposits. Derivatives and forward transactions may be used for investment purposes.

For more information please see the prospectus.


Who is the Fund Manager?

This fund has been managed by Trevor Greetham since October 2006.

Who Is Fidelity?

Fidelity Investment ManagersFidelity International was founded with a simple goal: to achieve outstanding investment returns for clients. Almost 40 years later, their approach has yielded impressive results. Fidelity now has a presence in all major financial centres in the World and a range of funds covering all regions, industrial sectors and asset classes.

With 415 fund managers and research professionals, they believe their research resources are unrivalled in the industry. These investment professionals carry out in-depth analysis to uncover the best opportunities, following a proven bottom-up stock-picking approach.

Fidelity has receiving some of the highest industry accolades and awards over the years, recognising their investment performance and research. For RaboDirect customers investing in Fidelity funds this means you have the reassurance of solid research and of investing with one of the world's leading investment houses.

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Costs

Fidelity International allows distributors to charge 5% for this fund (as per prospectus). At RaboDirect you will only pay 0.75% entry fee and 0.75% upon exit. We never charge for unexecuted or cancelled orders or for that matter cost of account maintenance.

Warning: Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. Some Investment Funds may be affected by changes in currency exchange rates.

* Funds frequently bought together: This is for the information of our customers, and potential customers, based on general customer investment patterns, and does not constitute advice from us that you invest in any particular fund or a recommendation from us that a particular fund is suitable for you.

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Killian Nolan, Investment Manager at RaboDirect, has his say:


“We specifically chose Fidelity’s MASF for its versatility given the current market volatility. Fidelity uses the ‘Investment Clock’ model to determine an appropriate weighting in each asset class relative to the fund’s strategic benchmark. This means that the fund is periodically adjusted in line with economic indicators for the next three to six months. With the world currently in a deflationary slump, the ‘Investment Clock’ is in the Reflationary cycle given the aggressive central bank easing and dropping treasury yields.”