Fidelity Sust MltAsst Growth W Acc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | FIL Investment Services (UK) Ltd |
| Phone | (+44) 08003686868 |
| Website | professionals.fidelity.co.uk/about-fidelity/contact-us |
| Address | Beech Gate, Millfield Lane, Lower Kingswood, Tadworth - Surrey KT20 6RP United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | No |
| Inception date | 10/06/2021 |
Managers
| Fund manager | Caroline Shaw |
| Manager start date | 01/01/2022 |
| Biography | Caroline has extensive investment experience, joining Fidelity in 2021 as a Portfolio Manager in the Solutions & Multi Asset team. She joined the team with significant experience in asset allocation and team-based decision-making processes, having delivered strong investment outcomes over her career so far. Her combination of skillsets and experience provides a strong contribution to Fidelity Solutions & Multi Asset, working closely with existing members of the team across investment strategies and disciplines. Prior to this, Caroline was Head of Fund and Asset Management at Courtiers Investment Services Ltd, where she led a team of multi asset investors across a range of strategies. Caroline received a master’s degree in Civil Engineering from the University of Nottingham and is a CFA Charterholder. She has also completed the CFA Society’s Certificates in ESG Investing and Climate & Investing. |
| Fund manager | Chris Forgan |
| Manager start date | 01/02/2025 |
| Biography | Chris Forgan is a Portfolio Manager at Fidelity Solutions & Multi Asset. Chris has 27 years of investment experience and joined Fidelity in 2017. Prior to joining Fidelity, Chris was a Portfolio Manager at Henderson Global Investors, in their Multi Asset team focusing on their income fund range. Previously Chris worked as an analyst at Henderson Global Investors, a senior performance analyst at First State Investments and began his career on the trading floor at Deutsche Morgan Grenfell. Chris has an BA (Hons) Marketing Administration from the University of Northumbria. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2026 AJ Bell. All rights reserved.