FIDELITY SPECIAL VALUES: Boss sees Special gains in UK market

FIDELITY SPECIAL VALUES: Fund manager Alex Wright sees Special gains in UK market By Jeff Prestridge, Financial Mail on Sunday Published: 21:51 BST, 15 May 2021 | Updated: 21:51 BST, 15 May 2021 Fund manager Alex Wright is confident he can extract further investment returns from the UK stock market over the coming months – … Read more

Warning from pensions giant Fidelity on pay

Pensions giant Fidelity warns company boards that they face investor revolts if they try to pay bonuses without first handing back government support By Daily Mail City & Finance Reporter Published: 21:52 GMT, 28 February 2021 | Updated: 21:52 GMT, 28 February 2021 Pensions giant Fidelity International has warned company boards that they face investor … Read more

Cousins dodge pension tax trap and receive apology from Fidelity

Inherited a share of pension pot: Ellie Lacey, 19, pictured with her father Peter Four grandchildren have escaped a costly tax trap after financial giant Fidelity admitted to making an error over an inherited pension pot. The firm wrongly told them they had triggered a little-known tax rule that would have drastically limited their ability … Read more

Fidelity starts offering customers ‘restricted’ advice

Fidelity International launches UK wealth management business offering ‘restricted’ advice on investing and retirement Initial advice meeting is free but charges for extra advice will apply  Service could be expanded to include tax matters and estate planning in future  By Jane Denton For Thisismoney Published: 12:46 GMT, 13 January 2021 | Updated: 12:49 GMT, 13 … Read more

Fidelity International buys Legal & General Investment Management

Fidelity International more than doubles customers on its platform by buying Legal & General’s personal investing arm Fidelity says LGIM’s customers will pay the same or less than they currently do  Another 300,000 customers with £5.8billion of assets under Fidelity’s control  The asset manager bought discount broker Cavendish Online a fortnight ago By Harry Wise … Read more

Fidelity launches first ever passive fixed income funds. What are they and should you invest?

Asset manager Fidelity International has expanded its passive fund range with the launch of a new index UK Government bond and sterling corporate bond fund. The new additions are the first fixed income funds to be launched in the group’s index range which was established in 1996 but has, until now, only ever included funds … Read more

FIDELITY EUROPEAN VALUES: Fund bounces back from corona crash

FIDELITY EUROPEAN VALUES: Europe is back on track in hunt for payouts as fund bounces back from corona crash By Jeff Prestridge for The Mail on Sunday Published: 22:26 BST, 25 July 2020 | Updated: 23:16 BST, 25 July 2020 Investment trust Fidelity European Values has bounced back strongly since the sharp share price falls … Read more

TRUST WATCH: Fidelity China Special Situations 

FIDELITY CHINA SPECIAL SITUATIONS: Britain’s largest China-focused trust aims for long term growth By Daily Mail City & Finance Reporter Published: 21:50 BST, 17 July 2020 | Updated: 22:12 BST, 17 July 2020 What is it? Fidelity China Special Situations is the UK’s largest China-focused investment trust. It aims to grow investors’ money over the … Read more

TRUST WATCH: Fidelity Special Values

FIDELITY SPECIAL VALUES: Looking for ‘unloved companies’ for long-term growth By City & Finance Reporter for the Daily Mail Published: 21:50 GMT, 20 March 2020 | Updated: 22:29 GMT, 20 March 2020 Fidelity Special Values aims to grow investors’ money over the long term by investing in ‘unloved’ companies WHAT IS IT?  Founded in 1994, the … Read more