Access to information that gives you the edge
When you invest US$100,000 or more with Fidelity, you will become a Fidelity Wealth client with exclusive access to our Select List containing funds our experts believe will stand out from their peers.
In choosing the Select List we work closely with the Fidelity Multi Asset team, global investment professionals located in our London, Paris, Hong Kong, Tokyo and Singapore offices.
How we pick the Select List
- Each fund has to pass through a rigorous research process before it is selected.
- Every fund we choose is monitored and assessed regularly by our team.
- Our team speak to fund managers on a regular basis and meet with them face to face at least once per year.
- The Select List is reviewed every quarter and updated according to analysis performed on the funds both from a quantitative and qualitative perspective.
Find out more about Fidelity Wealth.