Fidelity Asset Manager 50% Q1 2025 Commentary

(9min)

Summary

  • Fidelity Asset Manager Funds are all-in-one investment strategies delivering broad, diversified asset-class exposure aligned with client risk objectives.
  • The Funds leverage asset-class investment specialists to incorporate investment and research expertise from across the Fidelity organization.
  • Risk assets, aside from U.S. equities, largely fared well in the first quarter of 2025, despite uncertainty stemming from shifting policy priorities, especially related to trade and tariffs.

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Investment Approach

  • Fidelity Asset Manager® Funds are all-in-one investment strategies delivering broad, diversified asset-class exposure aligned with client risk objectives.
  • Each of the seven Asset Manager Funds is named for its neutral strategic allocation

This article was written by

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.

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