About Fidelity International
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.
As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years.
We offer our own investment solutions and access to those of others, and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way.
For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently of, investment management.
Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.
Building on active, bottom-up research, we create the competitive advantage that aims to deliver good returns for our clients. Because markets are only semi-efficient, we act on intelligent insight.
Our UK Investment Trust Business
Fidelity has over thirty years experience managing investment companies, and manages over £5.0 billion in assets across its six portfolios. These are all focused on equity growth strategies.
As a major platform distributor, Fidelity is able to offer its own Investment Trusts and those managed by third parties to professional investors and retail investors alike through a range of different product wrappers. Fidelity also promotes its range of trusts directly to institutions and wealth managers through its highly experienced in-house sales teams.
Our award-winning approach to investing has resulted in a number of industry accolades. As we continue to improve and innovate, we remain committed to translating this recognition into helping our customers grow their potential investments.Find out more
Our investment approach
Finding growth opportunities or income streams that have not been priced in by the market allows us to consistently add value for our clients.
How we run our business
Our portfolio managers are compensated on their long-term performance so that client and manager interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.
" To our clients we offer tried and tested funds as a matter of principle."
We are stewards of our clients’ money and have an important role to play in improving the governance of the companies in which we invest our clients’ money – helping companies become better companies.
We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first.
It’s an approach that works: We have received awards across Europe and Asia to recognise the consistent strong achievements of our investment teams.
Source for all data: FIL International, 30 September 2023