Our business

 

Our investment approach

Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight:

We have one of the largest global research capabilities with over 400 investment professionals around the world.

Our ESG analysis complements our financial analysis for every company we research.

We attend more than 16,000 company meetings a year, and 90% of our research is produced in-house.

Our analysts carry out their research on the ground - visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.

Fidelity funds

Fidelity funds

Fidelity offers a range of Australian and global funds to investors that benefit from our global network and local insights. See for yourself what drives our portfolio managers' thinking and how are funds have performed since inception.

Sustainable investing

Sustainable investing

Sustainable investing lies at the heart of our investment process. Through integrating sustainability considerations across asset classes and actively engaging with companies to improve standards, we aim to enhance returns and promote responsible capital allocation.

Our approach to corporate sustainability

Our approach to corporate sustainability

Sustainability is also incorporated into our business operations. We are committed to adhering to the highest standards of governance, encouraging a positive workplace culture and embracing diversity and inclusion at all levels.

Our history

Our history

Established in 1969, Fidelity International has grown to now manage billions of dollars on behalf of clients globally.

Fidelity at-a-glance

2.57 million customers

50+ year heritage

Over 25 locations

$618.3 billion in USD*

*Billion in assets under management
*As at December 31, 2021