Direct investment

You can invest directly with Fidelity. Fidelity accepts direct investments from individuals with a minimum of $25,000. You can apply online or using our paper application. 

If you have already begun your online application you can retrieve it here. It will be saved for 30 days. 

If you need to register for secure access please do so as an investor or an adviser. 

More about direct investment

Invest via mFund

All of our managed funds are available on mFund Settlement Service. This service allows you to buy, hold and sell units in Fidelity managed funds through a process similar to buying and selling shares.

You can easily buy (apply for) and sell (redeem) units via a broker and the transactions are settled using CHESS, the ASX electronic settlement system. 

 

mFund explained

Invest via a platform

You can invest with Fidelity via a platform which is generally offered through a financial planner.  A platform bundles a range of managed funds and investments as one single product to provide consolidated administration, tax, and distribution reporting. 

More about platform investing 

Invest via Active ETF

Our Fidelity Global Emerging Markets Fund is available as an Active ETF. This means you can buy and sell units in the fund via your broker or licenced adviser - in the same way you buy or sell a share on the ASX. The difference is that this one trade gives you access to a diversified portfolio of shares. You can view your Active ETF holdings alongside any other direct shareholdings you have.

How to invest