This material is for investment professionals only and should not be relied upon by private investors.
By accessing this website and the pages thereof, you acknowledge that you have read and agree to be bound by the following terms and conditions of use (“Terms and Conditions). Please read the Terms and Conditions carefully before using this website. The contents of this website are communicated by FIL Pensions Management (“Fidelity”), which is authorised and regulated by the Financial Conduct Authority (“FCA”).
Fidelity is authorised to offer products and services described in this website in the United Kingdom. This website is not directed at you if Fidelity is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation.
Persons residing outside of the United Kingdom, including but not restricted to the United States of America and Canada, should refer to the offering document of the relevant fund for further specific jurisdictional information (in particular, persons resident in the United States of America should refer to the eligibility criteria and the definition of "US Person" in such documentation). Persons residing outside the United Kingdom should consult their professional advisers as to whether they require any consent or need to observe any other formalities before they can invest in the products described in this website. Fidelity assumes no responsibility for the financial or other consequences arising from the subscription or purchase of the products described in this website.
Fidelity only gives information on products and services and does not provide investment advice based on individual circumstances. Fidelity has expressed its own views and opinions on this website, and these may change. Nothing in this website should be construed as investment, tax, legal or other advice. The information contained herein is current at the date of publication, but is subject to change without notice.
Some of the products referred to in this website constitute "Unregulated Collective Investment Schemes" ("UCIS") for the purposes of the Financial Services and Markets Act 2000 ("FSMA 2000"), and are not recognised schemes under Section 264 of FSMA 2000. Under UK legislation, UCIS may only be promoted to persons who are sufficiently experienced and sophisticated to understand the risks involved in investing in such schemes, and who satisfy certain other criteria. Accordingly, the information in this website is intended exclusively for persons to whom UCIS may be promoted by virtue of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2005 or the rules of the FCA.
By using this website, you agree that the laws of England and Wales and that the courts of England and Wales will have exclusive jurisdiction to settle any dispute that may arise out of, under, or in connection with the Terms and Conditions, and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.
FIL Pensions Management (Reg. No. 2015142) with registered offices at Oakhill House, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ, United Kingdom.
Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited, a company existing under the laws of Bermuda.
Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.
We invest USD $279 billion globally on behalf of clients in Asia Pacific, Europe, the Middle East, and South America. Our clients range from pension funds, central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. For institutional clients, we offer tailored investment solutions design and full-service asset management outsourcing.
In addition to asset management, we provide investment administration and guidance for employer benefit schemes, advisers and individuals in several countries, with USD $83 billion in assets under administration.
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.
We are active investors, focused primarily on picking the best assets to create value. We believe markets are only semi efficient and that through in-house, bottom up, fundamental research and stock selection we can create a competitive advantage that delivers superior outcomes for our clients.
We operate a unique model that develops and integrates research and portfolio management skills. Because we believe that understanding economic trends, credit cycles and market behaviour supports investment decisions, portfolio managers have access to extensive macro-economic analysis and market cycle insight to inform their portfolio construction. Utilising this broad range of inputs, experienced portfolio managers exercise their independent judgement to capture investment opportunities.
Clients benefit from our ability to offer a broad range of strategies to serve institutional client needs and benefit from our investment insights across all asset classes. Most importantly, our long term perspective is aligned with the needs of institutional investors.
Since we were established in 1969, we have been committed to creating solutions that help our clients build a better future.
We are committed to empowering institutional investors to make suitable long term choices for their scheme through education.
We believe in making sure we know that the companies we invest in are managed legally and responsibly. We see this as a key element of our commitment to act in the best interests of our clients at all times.
* All data as at 31 December 2016