How to invest

You can invest in a Fidelity fund through a platform. These platforms are generally accessed via financial advisers. The minimum investment amount into the funds is set by the platform provider.

Fidelity funds can also be accessed via online discount brokers such as E*TRADE . E*TRADE is an online broking service where you can invest from $2,000 into Fidelity Funds.

Fidelity can accept applications directly from investors with a minimum investment of $500,000 in any one fund.  To invest directly in one of our Funds, download the relevant PDS from our funds section.

What is a platform?

A “platform” is a general term used to describe an investor-directed portfolio service, wrap account or a mastertrust. It is an investment product which bundles together a number of managed funds from different fund managers.

Platforms allow you to manage a wide range of investments as a single investment product. You can invest in a range of funds (as well as direct shares, cash accounts and margin lending facilities) while the platform is responsible for consolidating the administration, tax statements, distributions, transaction reporting and other back office tasks.

Your account is often simple to access via the internet. Financial advisers are generally free to choose from a number of platforms to help them achieve the best outcome for their clients.

Why choose a financial adviser?

The role of a financial adviser is to develop an intimate knowledge of your financial needs and goals, so that they can propose solutions tailor-made for you. They can be a sounding board and help you achieve peace of mind by setting you on a path to achieving your personal and financial goals.

A key part of investing is deciding the right asset allocation – the proportion of your investments that you hold in cash, shares, fixed income and property – for your circumstances. A skilled financial adviser can help you sort through the often overwhelming number of investment choices available to find the right mix for you.

Whatever your personal situation, professional financial advice may be able to help you answer these questions:

  • Are you changing jobs and want to review your superannuation?
  • Are you sure you will have the most comfortable retirement possible given your circumstances?
  • Do you have some money to invest?
  • Do you have adequate insurance, such as income protection insurance?
  • Would you like to ensure your children will be OK if something happens to you or your partner?
  • Would you like to save for your children’s education?
  • Are you planning to start your own business?
  • Would you like to make sure you leave something substantial for your children or grandchildren?

Contact the Financial Planning Association for more information and to locate a financial adviser in your area.

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This webpage and any framed attachments contain general financial product advice and have been prepared without taking into account your objectives, financial situation or needs. You should consider whether the information contained on this webpage is appropriate to your objectives, financial situation and needs. You should consider the Product Disclosure Statement (PDS) relating to a financial product before making any decision about whether to acquire or hold the product. A copy of the appropriate PDS can be obtained by downloading it from this website. Past performance is not a reliable indicator of future performance.
The issuer of interests in the financial products referred to on this website is Perpetual Trust Services Limited. Details about Fidelity Australia's provision of financial services to retail clients are set out in our Financial Services Guide.