Fidelity Portfolio

Popular Funds

Fund Overview

It is the aim of this fund to achieve long term capital growth by investing in both international and domestic growth orientated equity funds. However where appropriate, the use of fixed interest funds may also be considered.

 

The Fidelity Portfolio Fund is considered to be a multi asset fund and is managed with both a bottom-up and a top-down approach. The portfolio manager will generally apply a top-down approach when deviating from the benchmark in asset decisions, and other managers who are selected may employ different investment styles depending on the circumstances.

 

It is believed that a diverse blend of different styles allows for the best possible chance of achieving better risk/adjusted returns, compared with any approach from a single manager.

Fund Supermarket Brochure

Invest in this Fund using our Fund Supermarket

Our fund supermarket in conjunction with Cofunds provides you with a choice of over 1,500 investment funds from fund managers such as Invesco Perpetual, Schroders and Jupiter. When you use our service to buy your investment ISAs or funds we reinvest all initial commission to either reduce or eliminate the initial charge made by the fund manager. On our Select Fund range 100% of the initial charge is removed. You can buy funds online or request a postal investment pack.  

 

To invest online now 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

 

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If you would prefer to receive a ISA 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

 

Our Fund Supermarket Service Provides:

 

Fund Supermarket All Your Investments in One Place

Fund Supermarket Tracking is made easy by receiving just one annual valuation statement

Fund Supermarket Secure online access to you funds if required.

Fund Supermarket Access to our Select Range of funds

Fund Supermarket 100% Initial Charge Discount on Select Funds range

Fund Supermarket Select Funds range rated by an independent research company

Fund Supermarket Email updates on latest fund launches

 

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 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.