Invest with us

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

Most 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

The Fidelity Global Emerging Markets Fund and the Fidelity Global Demographics Fund (Managed Fund) are available as Active ETFs. Buy and sell units via your broker or licenced adviser in the same way you buy or sell a share on the ASX and view your holdings alongside other shares in your portfolio.

How to invest