New port­fo­lio man­age­ment at Fi­delity

Investment Executive - - FOCUS ON PRODUCTS - Com­piled by Fiona Col­lie (fcol­lie@in­vest­mentex­ec­u­tive.com).

Toronto-based Fi­delity In­vest­ments Canada ULC has shuf­fled its port­fo­lio-man­age­ment team. The changes fol­low the de­par­ture of two port­fo­lio man­agers: Adam Kramer re­places Joanna Bewick and joins Ford O’Neil as port­fo­lio co-man­ager of Fi­delity Strate­gic In­come Fund. Kramer joined Fi­delity in 2000 as a re­search an­a­lyst and as­sumed port­fo­lio-man­age­ment re­spon­si­bil­i­ties in 2008. As well, as a re­sult of Bewick’s de­par­ture, Ge­off Stein will join David Wolf as port­fo­lio co-man­ager of Fi­delity Bal­anced Man­aged Risk Port­fo­lio, Fi­delity Con­ser­va­tive Man­aged Risk Port­fo­lio, Fi­delity Con­ser­va­tive In­come Fund and Fi­delity Con­ser­va­tive In­come Pri­vate Pool. Fi­nally, fol­low­ing the de­par­ture of Chris Sharpe, Stein and Wolf have taken over joint port­fo­lio-man­age­ment re­spon­si­bil­i­ties for Fi­delity NorthS­tar Bal­anced Fund and Fi­delity Tac­ti­cal Strate­gies. Th­ese new re­spon­si­bil­i­ties will be in ad­di­tion to sev­eral multi-as­set class strate­gies that Stein and Wolf al­ready man­age jointly for Cana­dian in­vestors. For full fund de­tails, in­clud­ing fees, visit www.fi­delity.ca.

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