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Fidelity Extra Income A Inc

Ranked 31 out of 61 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Ian Spreadbury

Ian Spreadbury earned a BSc in Pure & Applied Mathematics from the University of North Wales in 1972 and went on to gain an MSc in Mathematical Statistics from Sussex University in 1976. Immediately after he graduated, Spreadbury worked as an actuary for various employers before he moved into fund management with Legal & General in 1985. He joined Fidelity in 1995 and brings a cautious and long-term approach to the funds he runs which include the Fidelity Extra Income, Fidelity Moneybuilder Balanced and Fidelity Moneybuilder Income unit trusts along with a broad selection of offshore and institutional portfolios.


The Fund's investment objective is to achieve a relatively high level of income from a portfolio primarily invested in a combination of UK corporate and government bonds and other fixed income and money market securities, preference shares and convertibles.

Showing fund performance in United Kingdom View performance globally


Sterling Strategic Bond over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.6%
2016 8.5% 1.7% 2.1% 5.9% -1.4%
2015 -0.1% 2.4% -2.6% -0.4% 0.5%
2014 9.7% 3.0% 2.6% 0.8% 3.1%
2013 3.6% 1.8% -1.9% 2.3% 1.4%
2012 16.0% 4.8% 0.7% 5.7% 4.0%
2011 4.4% 2.1% 1.1% -2.1% 3.3%
2010 9.8% 6.2% 0.4% 5.2% -2.1%
2009 31.8% -0.7% 12.5% 13.6% 3.9%
2008 -15.5% -3.6% 0.5% -3.0% -10.1%
2007 1.9% 0.4% -0.9% 0.5% 1.9%
2006 4.1% 0.8% -0.7% 3.1% 1.0%
2005 7.3% -0.1% 3.3% 2.2% 1.7%
2004 9.8% 1.2% -0.5% 4.3% 4.5%
2003 19.9% 3.3% 9.1% 2.1% 4.2%
2002 6.1% 1.9% 1.6% -1.0% 3.5%
2001 1.2% 2.9% -4.0% -1.2% 3.7%
2000 2.2% 1.2% -0.3% -0.2% 1.4%
1999 -0.8% -1.5% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date17/03/1999
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB0005314926

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000


  • Annual management1.25%
  • Initial investment3.5

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Ian Spreadbury: how low can bond yields go?

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Fidelity's bond veteran Ian Spreadbury says portfolio diversification is vital in the current environment, with inflation and deflation risks sticking around for some time.

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).