Fidelity was established in 1969 and offers world-class investment solutions and retirement expertise. It is a privately owned, independent company managing US $324.5 billion across the major asset classes.
Fidelity’s model of private, independent ownership ensures it consistently acts in the best interest of its clients. It provides a long-term framework enabling heavy investment into technology and innovation to continually improve performance in supporting the goals of Fidelity’s clients.
It’s an approach that works: numerous awards around the globe recognise the consistent strong achievements of Fidelity’s investment and client service teams. For example, Fidelity has won the Thomson Reuters Lipper ‘Best Overall Group’ award 36 times since 2002 in 13 countries.
Fidelity in the UK
In the UK, Fidelity looks after the portfolios of 281,000 personal investors, 395,000 advised investors and 531,000 people who invest through their employer. This amounts to £81.9 billion for over 1.2 million investors in the UK alone1. Fidelity offers them 722 managed funds across all sectors, regions and asset classes. These are supported by 376 investment professionals working across 12 countries.
Our UK Investment Trust Business
Fidelity has over twenty six years’ experience managing investment companies, and manages over £3.6 billion in assets across five investment trusts. These are all focused on equity growth strategies. Fidelity International won the Premier Group category in Money Observer’s 2015 & 2016 Investment Trust awards and was highly commended in 2017 and 2018.
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.
Investment Trust Research
Our 376 investment professionals across the globe dig deep by cross-checking facts and asking the difficult questions and this we believe gives us an unparalleled insight across the regions and markets our investment trusts cover.
For example it may sound odd that nappy absorption could have an impact on one of the investment trusts from our global range, but it did. Where our analysis researched two manufacturers in Asia, they questioned why one of them had declining sales and management advised us it was due to a marketing issue.
However by running independent tests and analysis we found their nappy just didn't hold water, which put them out of the running. Hands-on local research helped us make a better investment decision.
This kind of insight lies at the heart of each of Fidelity's five investment trusts, providing our portfolio managers with a uniquely local view of the opportunities on offer across the world's major equity markets.
1 Assets under administration are those of Fidelity's UK platform which includes all Fidelity's retail fund assets, retail assets held on FundsNetwork and retail and institutional assets held on the Fidelity DC Investment Platform.
Source: Fidelity. All data as at 31 March 2018.