Overview
Fidelity International, formerly Fidelity Worldwide Investment, is a company that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity International was originally established in 1969 under the name Fidelity International Limited (FIL) as the international investment subsidiary of Fidelity Management & Research in Boston (Fidelity Investments) before being spun out as an independent business in 1980. Since then, it has continued to operate as a private company owned by some of its employees and the Johnson family.
Fidelity offers its own funds and, through its platforms in a number of countries, other managers’ funds. It currently manages or administers over US$300bn on behalf of private individuals and institutions around the world, offering investors the opportunity to further their medium and long-term investment goals.
Depending on location, Fidelity offer 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 Investment has around 300 portfolio managers and research professionals globally . These investment professionals carry out in-depth analysis to uncover investment opportunities, following a bottom-up stock picking approach. Fidelity International provides service around the globe.
Research History
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07 Mar 2018 1 min read
Fidelity Closed-End Funds Review
Fidelity Closed-End Funds Review – Marten & Co is publishing a new Fidelity Closed-End Funds review. This covers funds in the Asia-Pacific ex-japan, Japanese Smaller Companies and UK All Companies sectors. Welcome to the fifth edition of Marten & Co’s Fidelity Closed-End Funds Review – a regular publication looking at Fidelity and recent developments in three of its investment trusts – Fidelity Asian […]
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1 min read
QuotedData releases 2018 Investment Companies Guide
QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]
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10 Jul 2017 1 min read
Analyst Presentation Series – The QuotedData guide to quoted investment companies
Next event: Part 3 webinar/conference call Tuesday 5 September 2017 at 2pm QuotedData’s analysts are making a series of presentations based on our guide to investment companies. These are free, open to all and can be accessed either over the internet as a ‘webinar’ (see link below) or via a conference call (see below for dial-in details). To […]
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31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
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02 Nov 2016 1 min read
QuotedData’s guide to analysing and selecting quoted investment companies
The QuotedData independent guide to investment companies aims to help investors and financial advisers better understand investment companies and help them make better informed investment decisions. We hope that the guide will help clarify the jargon that appears in many of the communications from the investment world. It is designed to build investors’ knowledge, starting […]