Yield or low volatility. Why not both?

Enjoy the best of both worlds
with the Fidelity Enhanced Reserve Fund

As you work towards your financial goals, you are looking for ways to grow your wealth without taking on excessive risks.

We understand that this is a priority for you: Our Risk First approach to Wealth Management is therefore about helping you balance risk and returns through the advisory and investment solutions we offer.

The Fidelity Enhanced Reserve Fund is a low-volatility investment that minimises the risks you face from market fluctuations while allowing for potentially attractive yields.

Fidelity Enhanced Reserve offers investors:

  • Low volatility

    Benefits

    • Minimises volatility by reducing sensitivity to market movements.


    How?

    • Fund invests in short-dated and high quality Global Investment Grade bonds to provide more stability during volatile markets.

  • Cash enhancement

    Benefits

    • Offers attractive monthly income.
    • Targets approximately 3 per cent p.a. gross yield1 and a Yield to Maturity of 4.1 per cent2.


    How?

    • Fund invests in short-dated and high quality Global Investment Grade bonds.
    • Small allocation (typically not more than 20%) to high quality, short term Asian High Yield bonds (min B-rating).

  • Quick access to cash

    Benefits

    • Daily Liquidity with no lock-up period.
    • Investors can receive redemption money at T + 2 days.


    How?

    • Fund invests in cash and market money instruments (up to 30%) and holds high quality bonds that provide good liquidity.