The fund's investment objective is to provide capital growth and income by investing in the equities of medium-sized US companies. Our diverse range of companies have the potential to outpace the growth rates of their larger counterparts over the longer term, providing potentially higher returns to investors.
A better growth picture, lower oil prices and greater political certainty should provide ample scope for high quality UK firms to grow earnings and dividend payments to shareholders. Portfolio manager Michael Clark provides an update on how this improving investment backdrop is shaping the outlook for the Fidelity MoneyBuilder Dividend Fund.
More and more investors are realising the advantages of factor investing and starting to implement its lessons not just as an afterthought, but as a top-down element of the overall investment strategy. A large percentage of pension funds still have a cover ratio that barely exceeds the minimum requirement and face funding issues due to the ageing demographics. To meet liabilities, pension funds are looking for higher returns while at the same time have less appetite for risk. Is factor investing the solution for the seemingly opposing challenges of risk and return?
Easy monetary policy and low inflation are likely to drive an acceleration in growth in the second half of this year. Should that change your tactical asset allocation calls? Fidelity Solutions’ Anna Stupnytska, Kevin O’Nolan and Nick Peters discuss the opportunities they have identified.
We expect a boost in global economic growth to lead to renewed confidence in higher yielding fixed income markets. This is good news for income investors - as Andrew Wells, Fidelity’s Global Fixed Income Chief Investment Officer, explores as he looks at the state of the global bond market.
Portfolio manager Chris Berrier will review the strategy's performance during the quarter and share portfolio commentary on recent investment activity and insight into certain portfolio companies that impacted performance.
Each quarter, Brown Advisory’s portfolio managers offer insights on recent results and outlooks on their strategies. We invite you to register for any of the upcoming 30-minute webcast presentations that interest you or view any past events.
To register, please click on 'attend' in the listing below. Live event participants have access to each strategy’s investment team, and all questions proposed by listeners are answered, either live or in follow-up after the webcast. For any other questions or concerns, please contact your relationship manager or call (410) 537-5550 for U.S. investors or +44 203 301 8132 for non-U.S. investors.