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You are here: Manager factsheet

Claudio Ferrarese
Fidelity International (FIL In, Omnis Investments Ltd, Fidelity International (FIL In
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Manager profile
Claudio joined Fidelity in 2006. He has been co-manager of the Fidelity Strategic Bond Fund since April 2017. His first role at Fidelity was as part of the quantitative research team, where his main responsibility was portfolio construction and trade idea generation in credit, rates, FX, structured credit and credit options. Claudio became an assistant portfolio manager in 2015, where he was attached primarily to total return and absolute return strategies. He was appointed to co-portfolio manager in 2016. Prior to joining Fidelity, he works as a structured finance analyst at Capitalia Banking Group, Rome. Claudio has an MSc Financial Mathematics from Kings College in London
Total return for Claudio Ferrarese
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Claudio Ferrarese

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
Claudio Ferrarese 5.3 -8.4 -2.8 7.0 2.5 3.9 -2.2 4.2 - -
Peer Group Composite 5.1 -5.9 -2.1 7.5 1.0 2.5 -0.1 5.0 - -
Over / Under 0.2 -2.5 -0.7 -0.5 1.5 1.4 -2.1 -0.8 - -
Performance vs peer group composite: Claudio Ferrarese
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
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Sustainable Strategic Bond Co-managed (deputy) FO Fixed Int - Global 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 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
Funds managed previously
Fund Periods
Fidelity Global Multi Asset Credit since Jan 01 2019 to Jan 31 2022
Fidelity Flexible Bond since Apr 01 2017 to Dec 31 2018
Fidelity Strategic Bond since Apr 01 2017 to Dec 31 2018
Fidelity FAST - Fixed Income Diversified Alpha since Jul 01 2016 to Dec 07 2016
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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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