Portfolio Fund Detail

Willis Owen Research Commentary

Dan Roberts has managed this fund from its launch in 2012 and is supported by 6 other regional income specialists and Fidelity's extensive analytical research resource. Robert's philosophy as to focus on quality companies which offer a good degree of capital protection during market downturns. This does means the fund can lag in roaring bull markets but overall it has outperformed during the manager's tenure. Detailed examination of the investable universe identifies companies with stable finances and strong cashflows which underpins the reliability of dividend payouts. The fund targets 125% of the yield on the benchmark MSCI ACWI Index.

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