US investment fund giant
Fidelity International, formerly Fidelity Worldwide Investment, is a global investment management services company delivering mutual funds, pension management and fund platforms to private and institutional investors. The company offers its own funds and, through its platforms in a number of countries, other managers' funds.
Fidelity provides a range of active asset management solutions as well as large fund platforms offering access to Fidelity and other managers' funds and services for personal investors. Fidelity provides solutions to the ISA, SIPP and Defined Contribution Pensions markets, both for domestic schemes, multinational employers and their staff.
Fidelity International was originally established in 1969 under the name Fidelity International Limited. Since then, it has continued to operate as a private company owned by some of its employees and the Johnson family. It has three main office locations in the UK: London, Surrey and Kent.
‘Still work to do' on Cofunds
Industry Voice: The consensus view is that domestically-focused UK small and mid-caps are deeply out of favour relative to larger and more international FTSE 100 stocks. But is this correct? Alex Wright challenges this narrative.
Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.
Elections and currency woes
Economy still strong
Fidelity's Alex Wright: 'Risk is important in the investment process, but I don't see it as a variability or volatility'
Partner Insight: Fidelity portfolio manager Alex Wright on how he deals with negative market sentiment and why he approaches risk in a different way to his peers
Partner Insight: Wright illustrates how the Fidelity Special Situations fund works in practice by referencing the fund's significant investment in Irish housebuilder Cairn Homes, which is focused on building homes in Dublin and its surrounding suburbs....
Industry Voice: It's no secret that there are growing headwinds facing the global economy, but while it is becoming easy to focus on issues such as trade wars and the decoupling of US markets from the rest of the world, we are ever mindful that with uncertainty...
Fidelity Special Situations: A disciplined three-stage investment process that has led to outstanding success
Partner Insight: The fund follows a bottom-up approach to choose the 100 or so stocks that form the portfolio. Specifically, Wright invests using a three-stage cycle - when stocks enter the portfolio at stage one they will have been through a tough period,...
Will step down at the end of 2018
Assumes role in January
Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds
Industry Voice: Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger's three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and...
Industry Voice: Fidelity Special Situations Fund's Alex Wright reveals a real world example of his value contrarian approach in Irish housebuilder Cairn Homes, a once unloved stock that is now on the road to recovery.
Round-up of the biggest stories of the past few weeks
Low level of interest
Nine sub-funds launching
Transparency issues with no-fee structures
Fixing an overheating economy
First zero expense ratio index funds launch tomorrow in US
26 years experience
Effective from 1 September
Groups show their support to LGBT community
Increased share buybacks