Since it’s foundation in Boston, USA in 1946, Fidelity has grown to be the world’s largest independent fund management organisation, managing over £707 billion on behalf of 15 million customers.
Fidelity’s investment approach is based on the firm conviction that the key to above-average long term results is to focus on the prospects for individual companies rather than try and predict economic trends and currency movements. Whilst this investment approach is not unique, what separates Fidelity from the competition is the scale and discipline with which it is implemented. This approach has earned Fidelity some of the highest industry accolades, year after year, for research and performance.
Fidelity has developed one of the industry’s largest and most sophisticated research operations with over 400 investment managers and research analysts based in offices around the world. These investment professionals conduct a comprehensive programme of company visits and contacts in order to identify and invest in well-managed companies which Fidelity believes will outperform over time.Our size allows us to contact and visit over 90% of the world's companies by market capitalisation, every year, or put another way Fidelity makes a company contact on average, every 4-6 minutes each working day
Fidelity's expertise is well recognised in the industry - over 88% of our funds within the UK range of OEIC and Unit Trust products have a Standard & Poor's fund management rating more than any other investment house*.
Provided by Fidelity Investment Services Limited, July 2001
The Fidelity Trademarks are owned by Fidelity Investments International and are used under licence. Information as at 01/06/01.
* Based on investment houses offering 15 or more funds.
| Initial Sales Charge | Our Discount | Exceptions |
|---|---|---|
| Up to 3.50% | Up to 2.50% | - |
Key Features Document
Click here to view the Key Features Document for the funds available from the Fund manager.