Fidelity Funds - Fidelity Target™ 2020 (Euro) Fund A-DIST-EUR
Category Target Date 2016 - 2020
Last buy/sell price
€40.88
€0.01 (+0.02%)
Fund Code
7666870
LU0172516865
Prices updated as at 08 May 2025
|
Prices in EUR
Investment objective
The fund aims to achieve capital growth over the long term for investors planning to withdraw substantial portions of their investment in the year 2020. The fund invests in a range of asset classes such as bonds, equities, interest bearing and money market instruments as well as eligible exposure to commodities from anywhere in the world, including emerging markets. These investments may be denominated in any currency and some of them may be below investment grade or unrated. The proportion of assets allocated to each asset class varies over time and the fund will increasingly favour lower risk investments as it approaches its target date, shifting to an increasingly conservative asset allocation.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fund launch date
05 Sep 2003
Domicile
Luxembourg
UCITS
Yes
Lead manager
Eugene Philalithis
Lead manager start date
26 Sep 2018
Lead fund manager biography
Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London.
Fund manager
Rahul Srivatsa
Manager start date
26 Sep 2018
Fund manager biography
Head office
2a, rue Albert Borschette
Luxembourg
Luxembourg
L-1246
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