Tracker funds - how to transfer

Tracker funds are a generally low cost way to invest. These passive funds are set up to mirror the performance of a chosen Index – such as the FTSE 100 – rather than be actively managed by a fund manager. 

This in turn means more of your money can be put to work in the market, helping you to reach your financial goals.

Transfer your index tracker fund

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Great value - No initial charge on any fund. Other ongoing charges apply.

Easy management – View all your investments in one place, even if they’re not Fidelity funds.

Choice – Choose from over 2,000 investment options from more than 75 leading providers

Tools - Use our online tools to easily analyse your investments and their performance

Quick Access - One secure online account and one pin.


Is transferring free?

Our transfer service is free. However, your current provider may impose exit fees. We will reimburse you for these fees up to a value of £500. Terms & Exclusions apply.

Our investment transfer service makes it easy for you to bring everything together. Just tell us where your other ISAs and funds are and we'll contact the companies on your behalf. All you have to do is check, sign and return the forms to us and we'll take care of the rest. Before you apply please read the Moving Your Investment Guide.

Any tax wrappers will be retained during this transfer process.

The FTSE All-Share Index is calculated by FTSE International Limited. FTSE International Limited does not sponsor, endorse or promote this product. All copyright in the index values and constituent list vests in FTSE International Limited. Fidelity Investments has obtained full licence from FTSE International Limited to use such copyright in the creation of this product ”FTSE®”and "Footsie®" are trade marks jointly owned by the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited under licence. “All-Share™” is a trade mark of FTSE International Limited.

S&P® and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). These trademarks have been licensed for use by S&P Dow Jones Indices LLC (“SPDJI”) and, in some cases, sublicensed to FIL Investment Management Limited ("FIL"). The S&P 500® NUK (the “Index”) is a product of SPDJI and/or affiliates and has been licensed for use by FIL. The Fund is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates or their third party licensors (collectively “SPDJI Entities") and SPDJI Entities make no representation regarding the advisability of investing in such product.