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FIAM Global Core
- Consistent exposure to global equities
- Structured to minimize surprises from unintended benchmark exposures
- Seeks solid returns driven by Fidelity's global research capabilities
Investment Process
Key Facts
| Composite inception date | Jul 30, 2010 |
|---|---|
| Benchmark | MSCI AC World (N) |
| Separate account minimum | $75M |
| Typical tracking error | 3.0%–7.0% |
| Sector constraint | +/- 1.0% vs. Index |
| Security constraint | +/- 2.5% vs. Index |
| Typical portfolio turnover | 75%–150% |
Objective
The Global Core portfolio seeks to provide excess return relative to the MSCI All Country World Index® over a full market cycle. The portfolio seeks to ensure that active return is generated through stock selection.
Investment Approach
The Global Core portfolio is a bottom-up, fundamental strategy designed to deliver the best ideas of the FIAM global sector leaders. Each global sector leader researches and recommends candidates for the portfolio based on a sector-specific philosophy that has been developed and practiced over time. The team leader, constructs the portfolio to ensure asset selection drives risk and returns, while exhibiting characteristics similar to the benchmark.
Portfolio Managers
