A world of investment options
To help you achieve your financial goals, Fidelity offers a global range of mutual funds in Singapore, available in various currencies and invested in different asset classes. We also cater to SGD-based investors through the SGD share class and have registered some of our funds under the CPF Investment Scheme and Supplementary Retirement Scheme.
Fidelity equity funds aim to provide investors with long-term capital growth. The range of funds we offer includes diversified regional funds, single country funds and global sector/themed-based funds.
Fidelity bond funds aim to deliver regular income and the possibility of capital gains. Bond funds are important for diversifying a portfolio as bond securities are generally less volatile. Fidelity offers both investment grade and non investment-grade bond funds to suit investors' risk appetites.
Fidelity cash funds invest in a wide range of money market instruments with the aim of preserving capital value while providing a return at minimal risk.
Fidelity lifestyle funds are diversified target-dated portfolios whose asset composition becomes increasingly more conservative as the target date approaches. These funds will be liquidated at target dates.
Fidelity balanced funds invest in a diversified portfolio of equities, bonds and cash and aim to provide investors with regular income and long-term capital and income growth.
Fidelity SMART funds aim to deliver equity-like returns with a risk-controlled framework. These funds invest in a highly diversified portfolio of equities, bonds and other liquid assets, and their use of Fidelity’s proprietary SMART model seeks to maintain the fund’s overall volatility within a given long term target range.