Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Fidelity Funds

Fidelity Funds - Save 100% On Initial Charges

Oliver Roylance-Smith, Head of Investment & SavingsFidelity are one of the UK's most respected investment houses with over £25 billion invested in funds (As at 8th May 2012) offering a range of funds investing in the UK and globally.

 

With the Fair Investment Fund Supermarket Service you can buy Fidelity funds with a 100% initial charge discount and discount of 0.20% pa off the annual management charge.

 

Many of the Fidelity funds below have at least a one star OBSR rating.

 

Our Fund Supermarket Service offers:

  • Our Fund Supermarket in conjunction with Cofunds allows you to invest in over 1500 funds
  • You can choose from more than 90 fund managers, including Fidelity.
  • 100% discount on initial charges on all our featured Select Funds
  • Reduced annual management charges. Up to 0.20% annual discount
Fidelity Funds
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Fact SheetApply
Fidelity American0.50%3.00%£3201.50% 1.30%FactsheetApply
Fidelity Emerging Europe Middle East and Africa0.50%3.00%£3201.50% 1.30%FactsheetApply
Fidelity Moneybuilder Income 0%N/AN/A0.80% 0.70%FactsheetApply
Fidelity Multi Asset Strategic 0.50%3.00%£3201.25% 1.05%FactsheetApply
Fidelity South East Asia0.50%3.00%£3201.50% 1.30%FactsheetApply
Fidelity Special Situations0.50%3.00%£3201.50% 1.30%FactsheetApply
Fidelity Strategic Bond 0.50%3.00%£3201.50% 1.30%FactsheetApply

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

About Fidelity Fund Managers

Fidelity Worldwide Investment was founded in 1969 and today the Company manages over $231 billion for investors worldwide (as at 31st March 2012). The corner stone of the Company's approach is research with investment teams based globally to allow rigorous analysis and close contact with the companies fidelity invest in. 

 

Invest in Fidelity Funds

To invest online now in Fidelity funds use our secure application form which takes just 3 minutes to complete. (If you are applying online you will need to have your debit card with you. If you are applying for an ISA, you will also need your National Insurance Number.

 

Invest Online

 
Alternatively if you would prefer to receive a brochure by post, please complete our enquiry form and we will send you our investment fund pack by post, which includes key feature documents and application forms.
 

Fund Brochure Request

 

Helpdesk - Fair Investment Company

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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