Fidelity Retail

THE FOLKS HAVING A NICE DAY ARE WITH FIDELITY.

Over 10 million investors worldwide trust us with over £300 billion of their money. That’s more than double the size of Britain’s biggest building society.

How did we get so big? We reckon performance, value and great service have something to do with it.

Our fresh way of thinking has helped to make us the largest fund manager in the world.

t’s shaped some mould-breaking products too. In the UK we were one of the first companies to launch PEPs, over 30 years ago.

We’re still committed to leading the field. Right now, we’re offering a great ISA opportunity with our International Triple Performance ISA.

It’s made up of three exceptional funds:
Special Situations voted 2010’s Unit Trust of the Decade is up 30.4% over ten years. Our European Trust, the best performing fund of all unit trusts since launch, is up 373% over ten years. And our South East Asia Trust is up 327% over ten years.

In real terms, if you’d invested £6,000 in our International Triple Performance ISA ten years ago, it would now be worth £25,660 tax-free.

So if you want the days ahead to be nicer, start this day with a call to Fidelity or your IFA.

EC MONEY

Compared to European currencies the performance of the pound has been, quite literally, sterling. So not only will your money go further on holiday on the Continent, it will also go further when you invest in Europe.

There are plenty of other reasons why Europe looks a good place for your money right now.

Continental stock markets have shown recent and dramatic gains, while UK blue chips seem to have peaked. And, of course, it is never a bad time to diversify your investments abroad when home markets are volatile.

There are also special reasons to choose Fidelity. Many smaller European companies are beginning to enjoy rapid growth. And there’s no-one better to track them down than Fidelity. We have more researchers and analysts investigating more companies thoroughly than any of our competitors.

Our stock picking abilities have helped our European Trust to grow 35% in three years and our European Opportunities to grow 29% over the same time period. And both Trusts are ISAble so you can enjoy these returns tax free.

We have eleven other European funds (both UK registered and offshore) which means whether you want to invest across a range of markets or just in one country, we’ve the fund for you.

TRACK (VIRGIN GROWTH: +81% IN 3 YEARS)
OR TREAT? (MONEYBUILDER GROWTH: + 96% IN 3 YEARS)

These days it seems that everyone’s a follower of Tracker ISAs. But before you jump on the bandwagon, check out the performance and the charges.

MoneyBuilder Growth is an actively managed UK Growth ISA that has consistently outperformed the FT-SE All Share Index and beaten high profile index tracking ISAs, like the Virgin Growth ISA. Over three years it has grown by 96.9% tax-free.

Good fortune? No way. We think it’s down to hard work. We build our portfolios stock by stock with our analysts and fund managers making over 46,000 company contacts all around the world every year. We believe no one explores businesses more thoroughly than Fidelity.

And we don’t stop there. Like all our MoneyBuilders this ISA comes without entry or exit charges. And its annual management fee is as low as many tracker funds, including Virgin’s.

Call us now, send off the coupon or speak to your IFA. And find out more about a fund whose performance is bewitching.

AFTER THE FALL THE SPRING

Ouch. We know the stock market crash hurts. But it’s not as painful as you might think
Just take a few minutes and think carefully about your best course of action.

The ‘87 crash was nasty too. But those who gritted their teeth and kept with their investments were rewarded. Within two years the stock market had overtaken its pre-crash levels. In four years they were up by 47%.

If you study the figures you’ll also find that over any five-year period investments in the stock market invariably outperform the banks’ and building societies’ deposit accounts by a considerable amount. However, in uncertain times like these it’s more important than ever to choose a company you can trust.

Reason enough to look at Fidelity. With over £340 billion under management, we’re the world’s largest fund manager, trusted by ten million investors and institutions worldwide.
And Fidelity boast an enormous range of innovative products: from unit and investment trusts to money funds, from ISAs to offshore funds. So you can be sure that we have the investment to match your needs.

Now is an excellent time to consider what we offer too. Because, with the market at a low, stock market values are certainly more attractive than they used to be.

If you need further reassurance, please don’t hesitate to give us a call or contact your IFA.

THE LONG GOOD BUY
THE ISA THAT’S UP 327% OVER 10 YEARS. TAX FREE

£6,000 invested in Fidelity’s International Triple Performance ISA ten years ago would now be worthy £25,660. To find out more about an ISA that’s set to wave the others goodbye, call Fidelity today or contact your IFA.