Change to investment policy – Fidelity Funds

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Change to investment policy – Fidelity Funds

Fidelity has announced a change to the investment policies of its range of unit trusts which took effect from 31 October 2019.

Funds available in our guided-architecture products

The Funds can be found in our guided architecture products Oracle, Paragon, Quantum, RSP, Quantum Malaysia, RSP Malaysia, Lifeplan, Lifeplan Lebanon, Protected Lifestyle & Protected Lifestyle Lebanon. A list of the affected funds can be found in the table below. 

 

You can view a copy of the Fidelity notification documents opposite. 

 

Fund name

Fidelity Funds Emerging Europe, Middle East and Africa Fund 

Fidelity Funds Emerging Markets Fund 

Fidelity Funds European High Yield Fund 

Fidelity Funds Asia Focus Fund 

Fidelity Funds Global Dividend Fund 

Fidelity Funds Global Multi Asset Income Fund 

Fidelity Funds Global Property Fund 

Fidelity Funds Asian High Yield Fund 

Fidelity Funds Thailand Fund 

Fidelity Funds China Consumer Fund

 

Funds available in our open-architecture products

Various funds in our open-architecture products will be subject to an investment policy wording update. Please see the Fidelity notification attached opposite for further information. 

 

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For more information about Fidelity visit www.fidelity.co.uk