Who we are

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years. 

Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

We invest A$602.7 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East and South America. We are responsible for A$231.1 billion in assets under administration1

1As at 30 September 2021

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.




How we run our business

Our portfolio managers are compensated on their long-term performance so that client and manager interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.

We are stewards of our clients' money and have an important role to play in improving the governance of the companies in which we invest our clients' money – helping companies become better companies.

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle. 

It's an approach that works: More than 200 awards across Europe and Asia in 2017 to date recognise the consistent strong achievements of our investment and client service teams. 

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More reasons why Fidelity

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See for yourself what drives our portfolio managers' thinking, and how our funds have performed since inception.

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