Fidelity was established in 1969 and offers world-class investment solutions and retirement expertise. It is a privately owned, independent company managing US $273 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.
In the UK, Fidelity looks after the portfolios of 274,000 personal investors, 460,000 advised investors and 440,000 people who invest through their employer (as at March 2016). This amounts to £62.7 billion for over 1 million investors in the UK alone1. Fidelity offers them 732 managed funds across all sectors, regions and asset classes. These are supported by 390 investment professionals working across 12 countries.
Fidelity is continuing to develop its UK business, as demonstrated by a $250million strategic investment into its UK platform business and infrastructure.
Fidelity has over twenty years’ experience managing investment companies, and manages over £2.5 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 2016 Investment Trust awards for the second year in a row.
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.
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