At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.
Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.
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 20,000 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 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 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
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
Established in 1969, Fidelity International has grown to now manage billions of dollars on behalf of clients globally.
Fidelity at-a-glance
2.8 million customers1
50+ year heritage
Over 25 locations
$861.3 billion2 in USD
1 As at 30 June 2024
2 Assets under management as at 30 June 2024
