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Find out how and where people like you are investing

In order to give you the right information
please tell us a bit about yourself:

I am

years old

and I currently have

£

invested

We have examined the investment decisions that are being made by people like you – investors at a similar age, with portfolios that are roughly the same size as yours.

Our analysis is based on the accounts and investment choices made by over 200,000 Fidelity customers – though, of course, all the data was made completely anonymous before we started to look at it. We believe we’re one of the few investment companies in the UK with the size and expertise to create an analysis like this that is based on the actions of real investors.

All you have to do is tell us how old you are and how much you’ve already managed to invest. If you’ve invested with several providers, please give us the total value of your holdings, not just the assets you hold with Fidelity. This is so we can show you the most relevant investor profile. You can also use it to see what investors of other ages or with different size portfolios are doing with their assets. However, it is important to remember at all times that you must make decisions based on your own needs and circumstances.

Our UK-based Fidelity Personal Investing Team may call you to help you with any queries you may have concerning this tool.

Source of data: Averages across Fidelity segment profiles as at 22nd August 2015

Please note that this information is for general interest and guidance purposes only. It is not advice or a recommendation to buy a fund or product, nor is it advice or a recommendation to hold or sell a fund or product. If you are unsure about the suitability of a particular product or investment, please contact an adviser. The data used is from Fidelity investors only and is not representative of the UK investor base as a whole.




How do people in this group invest and how much do they invest?

Jonathan Hewitt
This table gives you a quick overview of the group
The diagram below shows the percentages of Fidelity customers who hold the main accounts
in our range and the average amount they have invested when they hold the account

Please note, in many instances customers will hold multiple accounts and may also be in more than one region and asset class. Therefore the percentages will not always add up to 100%

How does this group contribute to their investments?

Jonathan Hewitt

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Lump Sum

(in the last two years)

Monthly contributions

(in the last year)

INVESTMENT FACT

Customers who make monthly contributions tend to receive better returns on their portfolios over the long term compared to customers who make one off lump sum investments.
Source: Fidelity MSP Tenure Analysis from 2008 to 2015

What asset type and investment regions does this group invest in?

Tom Stevenson

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Funds this group invest in

These are the five funds that are overrepresented in this group in comparison to all of the customer groups combined based on investments made over the last two years. (In other words, the funds where there is the largest difference between the investments made by this group, and those made by all other groups.)




These are the five funds that this group has invested the most money in over the last two years.

Where do you want to go from here?