• Why Fidelity
  • Privately owned

Privately owned

We take a long term view and are not driven by quarterly City reports

Unlike most investment companies, we are privately owned – and we have been since we were founded more than 45 years ago.

This means we can take a long-term view with all our plans. We don’t report to City analysts on a quarterly basis, we are not focused solely on short term results. It means we can afford to consider new ideas – ideas that change the way we think about investing.

The result has been some of the most significant innovations in the UK investment industry.

In particular, we were one of the first companies to carry out face-to-face investment research, we pioneered low-cost as well as multi-manager investment funds, and were one of the very first to launch a fund supermarket for UK investors. These may now seem commonplace, but we believe our long-term outlook gives us the confidence to spot opportunities earlier than most and more importantly to then create new products and services for our clients.

The value of investments can go down as well as up and you may get back less than you invested. Fidelity only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an adviser.

Fidelity fast facts

  • We look after the portfolios of 272,000 personal investors, 407,000 advised investors and 453,000 people who invest through their employer (as at June 2016)
  • We now manage over £205.3 billion for investors around the world
  • In the UK we administer £64.3 billion for over 1.1 million investors*

*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

All information is accurate as at 30 June 2016 unless stated otherwise

See Fidelity’s history

  • Fidelity International was established in 1969
  • These are supported by over 400 investment professionals working across 16 countries