Fidelity Multi Asset Strategic Fund is a cautiously managed fund offering multi-level diversification through one efficient portfolio. Unlike many other managed funds, it provides exposure to five different asset classes – cash, bonds, equities, property shares and commodities.
The portfolio manager adjusts the composition of the portfolio over time, increasing exposure to those assets most likely to fair well in the prevailing market conditions. In this way, the fund is specifically designed to perform in all market environments.
Unlike more conventionally managed products, it shifts asset allocation and underlying equity exposure to reflect the most appropriate mix for any given point in the economic cycle. The Portfolio Manager studies the economic cycle and uses Fidelity's Investment Clock model to inform his asset rotation and sector strategy.
With a successful approach that has been proven through challenging market conditions, the Fund is perfectly positioned to act as the cornerstone of any portfolio.