020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest

New managers for Fidelity UK funds

By TOM WHITE 04/12/2007

New managers for Fidelity UK funds by Tom White

Fidelity have appointed Tom Ewing as manager of their UK Growth fund. He replaces Carlos Moreno, who had run the fund since January 2006. Ewing has been with the group as an analyst since 2000 but became a portfolio manager in 2007 and has been running a pilot portfolio since April. Fidelity say that under his management the fund is likely to be relatively concentrated, with around 45-50 stocks, and to have a bias towards large and mid sized companies.

Meanwhile Aruna Karunathilake has replaced Mark Hodges on Fidelity’s UK Aggressive fund. Karunathilake joined Fidelity from Dresdner Kleinwort Benson in 2000 and worked as an analyst before moving into portfolio management in 2006. Fidelity describe him as a bottom up stock picker, focused on finding mis-priced stocks whose fundamental prospects are not reflected in their valuation.

Both Moreno and Hodges will remain with Fidelity and will now focus on their other mandates.

As was previously announced, Sanjeev Shah will succeed fund management legend Anthony Bolton on Fidelity Special Situations from the start of January.

Recommendation

Neither Fidelity UK Growth nor Fidelity UK Aggressive are currently rated by Bestinvest, and with neither Ewing nor Karunathilake having a track record they do not qualify for a rating. Holders should switch to one of our rated UK funds, such as Artemis Capital, AXA Framlington UK Select Opportunities or Merrill Lynch UK Dynamic.

 
Email this page to a friend

Please fill in the form below then click Send article.



Market latest

Index Points +/-
FTSE 100 5857.52 0.59%
FTSE 250 11126.00 1.00%
FTSE All Share 3024.42 0.63%
FTSE Euro 100 2225.28 0.80%
S&P 500 1337.20 0.53%
Nasdaq 2890.53 0.39%
Hang Seng 20709.94
Nikkei 225 8917.52 0.13%

Values delayed by at least 15 minutes.
Source: Financial Express

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.0.43