Portfolio planner - helps you make the right investment decisions. It shows you whether your targets are realistic and give you some ideas about what to invest in. portfolio, planner, planning, plan, target,investment, decisions, investing, invest
Portfolio Planner
Fidelity's experts have created an easy to use Portfolio Planner to help you make the right investment decisions.

It doesn't matter why you are investing or whether you have any investment experience. Portfolio Planner will show you whether your targets are realistic and give you some ideas about what to invest in.

A few minutes with Portfolio Planner will help you decide:
  • how much to invest

  • whether you could hit your target sooner than you planned

  • which combination of fund types might best suit your attitude to investment

Portfolio Planner's five steps to effective investing

  1. Tell us about your investment goals

  2. Spend five minutes on our profiling questionnaire

  3. Examine your personalised investment report

  4. Choose funds for your personal portfolio from the wide choice in FundsNetwork

  5. Invest in your chosen funds

Investor access to Portfolio Planner
Fidelity.co.uk
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