DIY Investor Magazine - page 27

DIY Investor Magazine
/March 2014
27
At Fidelity, we believe in the power of active investing, and
we also recognise that many investors choose to hold passive
investments such as tracker funds in their portfolio.
Once you have chosen which index to track, cost can often
be the most important factor in determining the performance
of your tracker.
That is why we’ve dropped the charges
on all our trackers to be the lowest in
the market.
So from now on when you invest in one
of our trackers you can feel confident
you’re getting the best price.
With charges starting at 0.07% (that’s
just £7 for every £10,000 invested) track
down a better deal at fidelity.co.uk
The value of investments can go down
as well as up so you may get back less than you invested.
Investments in small and emerging markets can be more
volatile than other overseas markets. These investments may be
subject to currency fluctuations. Fidelity does not give advice.
If you require a recommendation please contact an adviser.
Equities Index Fidelity BlackRock Vanguard HSBC L&G
UK 0.07% 0.16% 0.15% 0.17% 0.17%
US 0.08% 0.17% 0.20% 0.18% 0.18%
World 0.18% 0.21% 0.30% – 0.31%
Europe ex UK 0.10% 0.17% 0.25% 0.26% 0.20%
Japan 0.10% 0.17% 0.30% 0.24% 0.19%
Pacific ex Japan 0.13% 0.20% 0.30% 0.33% 0.22%
Emerging Markets 0.23% 0.26% 0.40% – 0.43%
Source: Fidelity and Morningstar.Table shows ongoing fees charged by fund providers to retail investors on widely available share classes.
Excludes ETFs and platform service fees. Fidelity compared with the four largest index managers offering a broad range of trackers.
Fidelity Index Funds ongoing charges are shown for the P share class available from Fidelity. Data source: Morningstar as at 30.04.2014. Basis: Index funds domiciled in the UK or Ireland, excluding ETFs.
Copyright © 2014 Morningstar, Inc. All Rights Reserved. The investment policy of Fidelity Index Funds means they closely match a stated index. The Key Investor Information Document can be obtained
from our website at www.fidelity.co.uk/importantinformation or by calling 0800 41 41 61. The full prospectus may also be obtained from Fidelity. Issued by FIL Investments International, authorised and
regulated by the Financial Conduct Authority. Fidelity, Fidelity Worldwide Investment, the Fidelity Worldwide Investment logo and F symbol are trademarks of FIL Limited. CSO6269a/0614
web: fidelity.co.uk/track
call: 0800 358 7434
Or speak to your adviser
Charges
starting
from just
0.07%
Fidelity BlackRock Vanguard
HSBC
0.07% 0.16% 0.15% 0.17%
0.08% 0.17% 0.20% 0.18%
The world’s major markets.
The lowest-cost trackers.
Look no further than Fidelity.