Sign up for Fixed Income Alerts to monitor information that could impact your portfolio, with timely notices that allow you to: Be reminded when a bond or CD held at Fidelity is about to mature or has been called, so that you can plan your next investing move. Stay informed of any chang...
Scan the Summary page for an overview of your fixed income portfolio held at Fidelity, including its latest valuation and upcoming maturities. From the Summary page navigate for a closer look at all your fixed positions, their cash flows, and key analytics such as duration and tax exposure. ...
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Work closely with equity and fixed income portfolio managers and the CIO in Shanghai to identify their needs, provide independent analysis, and communicate well with all key stakeholders Regular monitoring of portfolios with deep analysis and reporting using a robust risk management framework within Inv...
Responsible for the ongoing portfolio management of Fixed Income Plus Fund, Equity Balanced Fund, etc., in accordance with regulations and fund contracts Drive development of new products and strategies for solutions & multi asset team, focusing on active quantitative strategy. Responsible for the mana...
Portfolio Composition By Market United States (80.52%) Others (4.34%) United Kingdom (2.96%) German (2.74%) Ireland (2.18%) Multinational (2.08%) France (1.47%) Netherlands (1.32%) Denmark (1.18%) Norway (0.97%) Australia (0.78%) ...
目前独立管理账户共有 9 种,除了常规的专门投资 股票或债券的账户,如美国大盘股策略,核心债券策略等,还有一个特殊账户为 贝莱德多元化收入组合(Blackrock Diversified Income Portfolio),该账户由贝莱 德的分析师提供投资组合模型,富达投资的顾问再对其进行修改,完成投资策略 的制定,该账户是富达投资与贝莱德建立战略联盟...
Long Term Safe: Instruments with long duration and high credit quality dominate this fixed income fund's portfolio. Asset Allocation US Bond Cash Non US Bond Asset Breakdown % of Mix US Bond 98.27% Cash 1.68% Non US Bond 0.17% Country Allocation % Allocation United States 99.82% Canada 0.08...
The Fidelity Capital & Income Fund (FAGIX) is a $10.99 billion portfolio that falls intoMorningstar's High Yield Bond category, rated five stars across the board.1 This conservative equity fund invests in a combination of equities and fixed-income securities rated below investment grade. Th...
Portfolio analysis tools deliver an analysis of your investment portfolio from asset allocation, top positions and ratings, stock, and fixed income screens. The Fidelity Full View tool also delves into your investment allocation across popular asset classes. These various tools, while all on the site...