Fidelity Worldwide Investment
was established nearly 40 years ago and serves the investment needs
of individuals, institutions and advisers in markets outside the Americas,
providing mutual funds, defined contribution pensions, segregated portfolios
and multi-manager products. Fidelity and its subsidiaries manage assets of
US$290 billion for investors worldwide (*1).
network enables it to combine a global approach with a local focus. This
has helped Fidelity to become the European leader in pan-European Equities
The company is also a top foreign asset manager in Japan and is expanding
rapidly in the other markets of the Asia Pacific region. In 2005, Fidelity
opened asset management businesses in Australia, Germany, India and South
Korea. Fidelity has a presence (*3) in 23 countries:
Australia, Austria, Belgium, Bermuda, China (including Hong Kong), France,
Germany, India, Ireland, Italy, Japan, Luxembourg, the Netherlands, Portugal,
Singapore, South Africa, Spain, South Korea, Sweden, Switzerland, Taiwan,
United Arab Emirates and the UK. (*4)
Fidelity's US affiliate,
Fidelity Management and Research LLC. (FMR), was founded in Boston in
1946 and is one of the US’s largest mutual fund companies. Fidelity has
constant access to the investment analysis carried out by FMR. Fidelity benefits
from the insights of more than 900 investment professionals around the
globe (*5), covering 95% of the world's
stock markets by capitalisation (*6).
Fidelity’s dedication to investment management has earned the company
many awards. It has been declared Best Larger Group over three years (for
the fourth consecutive year) and Best Larger Group over five years (third
time in the last four years) by independent agency Standard & Poor's
at the 2007 European Fund Awards (*7).
Fidelity was one of only four fund management groups to achieve the Gold Standard
Award 2006, its entry covering both Fidelity and FundsNetwork™.
Fidelity has also won a
reputation for innovation for its early application of new technologies.
In the UK, the company launched the first online fund supermarket, FundsNetwork,
for both private investors and advisers. FundsNetwork services are now
available in Germany and Taiwan, too.
Independent and privately
owned, Fidelity strives always to take the longer-term view. By being a specialist
in asset management, Fidelity believes it is ideally placed to act in the best
interests of fund investors, to develop innovative products and to deliver
the highest levels of customer service.
1. Source: Fidelity, 30 September 2007
2. Source: FERI Fund Market Information Ltd, February 2007.
3. Fidelity's 'presence' in a country is defined as 'business premises and
at least one permanent employee'. N.B. In the total of 23 countries Hong
Kong is a 'Special Administrative Region' that forms part of the People's
Republic of China and the UK includes Fidelity's offices in England and Scotland.
4. Source: Fidelity, 31 March 2007.
5. Source: Fidelity and FMR LLC. as of 30 June 2007. Data is unaudited. Investment
professionals includes portfolio managers, traders, research analysts
and research associates. These figures reflect the resources of Fidelity
and its subsidiaries and FMR LLC., an affiliate,
and its subsidiaries.
6 Source: Fidelity, April 2007.
7 Source: Standard & Poor's, March 2007. Visit www.fidelity-international.com
for more details.
Past performance is not a reliable indicator of future returns. The value
of investments and the income from them can go down as well as up. For
funds that invest in overseas markets, changes in currency exchange rates
may affect the value of your investment