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.
The latest Pridham Report, detailing retail flows figures for UK-domiciled funds during Q1 2018, showed the usual mix of larger names at the top of the sales tables, including BlackRock and Fidelity, but movements further down the top ten were more eye-catching....
FundCalibre asked managers about warning signals
Analyst stock selection
PARTNER INSIGHT: Fidelity Global Special Situations Fund manager Jeremy Podger looks at the impact of technology stocks on global equities in recent times. He explains why it's not necessarily straightforward to assess if the sector is overvalued and...
Rise in value prompted move
March sales figures revealed
Effective from 1 August
Strategic partnership between firms
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Washington-Moscow relations fraught
New entrants also announced
Reduction in OCF on existing funds
Subject to shareholder approval
Sustainability in focus
Move to variable operating expenses
We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.
Funds with one holding taking up large chunks of the portfolio
Second CIO departure this year
Strong month for technology
For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...
Announced last October would be passing on to clients
Nearly half of fund positioned towards US