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You are here: Manager factsheet

Timothy Foster

Fidelity (FIL Inv Mgt IRL Ltd), Fidelity International (FIL In, Fidelity International (FIL In, STANLIB Collective Inv Ltd, Omnis Investments Ltd
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have tended to be relatively better in a rising market.
Manager profile
Tim joined Fidelity in 2003. He has been co-manager of the Fidelity Strategic Bond Fund since April 2017. He joined Fidelity as a quantitative analyst and became a portfolio manager of our money market strategies in 2007. Since then, he has widened his portfolio management responsibility beyond short dated portfolios, to now include corporate and inflation linked bonds. Tim has a BA, MSci in Natural Sciences from Cambridge University and is a CFA charter holder. He also has a Certificate in Quantitative Finance.
Total return for Timothy Foster
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Timothy Foster

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Timothy Foster 6.9 0.3 -1.2 13.1 -1.8 -2.7 0.2 -1.9 1.3 1.5
Peer Group Composite 6.3 0.9 -1.0 11.8 0.1 -2.0 1.0 -2.0 0.8 0.1
Over / Under 0.6 -0.6 -0.2 1.3 -1.9 -0.7 -0.8 0.1 0.5 1.4
Performance vs peer group composite: Timothy Foster
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Institutional Liquidity GBP Co-managed FO Currency - Sterling since Nov 27 1995 to present
FF Sterling Cash Lead manager FO Currency - Sterling since Sep 01 2007 to present
Fidelity Cash Lead manager UT Short Term Money Market since Sep 01 2007 to present
STANLIB Sterling Cash Co-managed FO Currency - Sterling since Sep 01 2007 to present
FF Australian Dollar Cash Lead manager FO Currency - Other since Nov 17 2008 to present
Fidelity Euro Cash Lead manager FO Currency - Euro since Nov 17 2008 to present
Fidelity US Dollar Cash Lead manager FO Currency - US Dollar since Nov 17 2008 to present
Fidelity Institutional Long Bond Co-managed UT Global Bonds since Jul 06 2015 to present
Fidelity Institutional UK Gilt Co-managed UT UK Gilts since Jul 06 2015 to present
Fidelity Corporate Bond Co-managed UT Sterling Corporate Bond since Sep 16 2015 to present
Fidelity Global Inflation Linked Bond Lead manager FO Fixed Int - Global since Aug 31 2016 to present
Fidelity Global Strategic Bond Lead manager FO Fixed Int - Global since Aug 31 2016 to present
Fidelity Institutional UK Index Linked Bond Lead manager UT UK Index Linked Gilts since Aug 31 2016 to present
Omnis Strategic Bond Co-managed UT Sterling Strategic Bond since Dec 05 2017 to present
Fidelity Flexible Bond Co-managed FO Fixed Int - GBP since Jan 01 2019 to present
Fidelity Global Income Co-managed (deputy) FO Fixed Int - Global since Jan 01 2019 to present
Fidelity Global Multi Asset Credit Co-managed (deputy) FO Fixed Int - Global since Jan 01 2019 to present
Fidelity Global Short Duration Income Co-managed (deputy) FO Fixed Int - Global since Jan 01 2019 to present
Fidelity Strategic Bond Co-managed UT Sterling Strategic Bond since Jan 01 2019 to present
Fidelity Institutional Liquidity EUR Co-managed (deputy) FO Currency - Euro since Oct 01 2019 to present
Fidelity Institutional Liquidity USD Co-managed (deputy) FO Currency - US Dollar since Oct 01 2019 to present
Funds managed previously
Fund Periods
Fidelity Institutional Liquidity CAD since Jul 22 1998 to fund close
Fidelity Institutional Liquidity EUR since Jan 01 2003 to Sep 30 2019
Fidelity Institutional Liquidity USD since Jan 01 2003 to Sep 30 2019
Fidelity II US Dollar Currency since Nov 17 2008 to fund close
Fidelity Gross Accumulating Cash since Sep 01 2007 to fund close
Fidelity Moneybuilder Cash ISA since Sep 01 2007 to fund close
Fidelity II Euro Currency since Nov 17 2008 to fund close
Fidelity F II Swiss Franc Currency since Sep 01 2007 to fund close
Fidelity FAST - Fixed Income Diversified Alpha since Jan 11 2013 to fund close
Fidelity Flexible Bond since Feb 16 2016 to Dec 31 2018
Fidelity Strategic Bond since Apr 01 2017 to Dec 31 2018
Fidelity Institutional UK Index Linked Bond since Jul 06 2015 to Aug 31 2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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