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Fidelity Alpha funds SICAV SharpeR Europe Fund

Following the recent launch of the Fidelity Alpha Funds SICAV SharpeR Europe Fund, we will be conducting a live webcast with Fund Manager, Alexander Scurlock, who will provide a progress update on the newly-launched fund, review performance to date and reiterate his investment philosophy and process.

As a reminder – this is a bottom-up, risk-controlled fund that invests in a range of investment instruments across the corporate balance sheet with the aim of generating real returns for investors. The fund aims to achieve capital growth by investing primarily in the equities and bonds of companies that have their head office, or exercise a predominant part of their activity, in Europe. It can also invest in related instruments (including derivatives, predominantly for hedging purposes) as well as cash, cash equivalents and short-dated instruments.

KEY ATTRIBUTES
• Targeted return – target 5% gross > ICE Libor EUR overnight rate
• Controlled volatility – ex-ante volatility controlled at less than 9%
• Cross-balance sheet investment driven by bottom-up fundamental analysis
• No top-down asset allocation
• Geographic focus – Europe
• Performance measured in terms of Sharpe ratio

As we will be running a live webcast, we welcome your questions and will set aside some time at the end of the session to address these.
Recorded Oct 16 2014 26 mins
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Presented by
Alexander Scurlock, Mike Dolan
Presentation preview: Fidelity Alpha funds SICAV SharpeR Europe Fund

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  • Title: Fidelity Alpha funds SICAV SharpeR Europe Fund
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  • Presented by: Alexander Scurlock, Mike Dolan
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