Fidelity Strategic Real Return Fund

About the company

The Fidelity Strategic Real Return Fund primarily aims to generate real returns while maintaining a prudent level of investment risk. To achieve this objective, the fund strategically distributes its capital across four distinct asset classes: debt instruments designed to protect against inflation, floating-rate bank loans, financial instruments tied to commodity performance, and real estate investment trusts (REITs) alongside other property-related investments. A benchmark allocation guides this strategy, targeting approximately 25% in inflation-protected debt, 25% in floating rate loans, 30% in commodity-linked derivatives and associated investments, and the remaining 20% in REITs and other real estate holdings.

IPO

2005

HQ

Boston, MA, US