Fidelity International

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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 nearly 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, consultancy, and full-service outsourcing of asset management to us. For employers, we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of £315.6bn from 2.4m clients across Asia Pacific, Europe, the Middle East and South America.

OUR INVESTMENT APPROACH

Investing requires a continuous research commitment to build a deep understanding of what is driving industries and individual businesses. This is where our global research capabilities with over 400 investment professionals and research staff around the world come in: Fidelity International is committed to generating proprietary insights and our analysts work together across asset classes, e.g. combining insights from equity, credit, macro and quantitative research, to form a 360° view on the health and prospects of companies.

• Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
• Over the course of a year, our portfolio managers and analysts attend more than 16,000 company meetings – or one every eight minutes on average between them.
• We commission over 250 bespoke surveys and reports a year to understand the market potential of companies’ product and service innovations.

OUR UK INVESTMENT TRUST BUSINESS

Fidelity has over 25 years’ experience managing investment companies, and manages around £3.3bn in assets across five investment trusts. These are all focused on equity growth strategies. Fidelity won the Premier Group category in Money Observer’s 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.

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