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%


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

Chris Lee
Chris Lee Lead Portfolio Manager
Adam Benjamin
Adam Benjamin Global Sector Leader
Chad Colman
Chad Colman Global Sector Leader
Andrew Swanson
Andrew Swanson Global Sector Leader
Hamish Clark
Hamish Clark, CFA Global Sector Leader
Ed Field
Ed Field, CFA Global Sector Leader
Katharine Odonovan
Katharine O’Donovan Global Sector Leader
Ingrid Chung
Ingrid Chung Global Sector Leader
Pierre Sorel
Pierre Sorel Global Sector Leader

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