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Active Equity Management for Your Portfolio
Access compelling opportunities across the world’s major equity markets
Make the most of the opportunities on offer across the global universe through the integrated capabilities of our equity investment team. We draw on our specialists' deep, localised knowledge to provide unique insights and 360° visibility across markets, with the goal of delivering superior risk-adjusted returns.
The depth and quality of our team supports a rigorous and repeatable investment process - spanning the full suite of equity disciplines - to help you achieve your financial and non-financial goals.

At Fidelity, we always look for the optimal way to leverage our global platform to deliver the most suitable solution.
Our global team of researchers and analysts underpins all our equity capabilities. This research platform powers our investment decisions and spans the full breadth of equity disciplines.
Our deep and broad expertise spans the market cap spectrum, different style, geographical and sector / thematic approaches, as well as outcome-targeted capabilities.
Management approaches
Research powered investing is at the core of what we do, underpinned by a strong conviction that differentiated fundamental analysis can deliver superior long-term investment outcomes. Our global team of analysts are strategically located across key markets and cover around 95% of the global equity universe by market capitalisation. These investment insights power our fundamental equities solutions, with sustainability considerations fully integrated into our research platform through our proprietary ESG ratings and active stewardship approach.
Our team structure aims to create an environment that is rich in curiosity, collaboration and challenge. Portfolio managers specialise within disciplines to offer the best possible focus of skills and experience, with ultimate decision-making responsibility for constructing portfolios in line with their investment philosophy and the specific requirements of the solutions they manage.
An informational edge for enhanced alpha generation
![]() Investment hubs located all around the world | ![]() Dozens of languages spoken by Investment Professionals | ![]() Corporate engagement through company meetings |
![]() On-the-ground site visits to enhance insights | ![]() Primary Research Projects | ![]() Proprietary research notes published globally |
Our systematic equity solutions are designed, monitored, and actively maintained by a team of highly experienced portfolio managers and engineers. Our systematic approach targets repeatable outcomes via rules-based strategies, backed by the proprietary insights of our global investment platform.
Our team of analysts provide the underlying fundamental and sustainability research that act as the primary inputs for our systematic solutions. From this, we utilise cutting-edge data analytics and technology to provide cost-efficient access to our research platform, within a risk-controlled framework.
In addition, we also offer a range of passive solutions if you are looking for low-cost access to the world’s major equities indices. These portfolios track their respective indices, fully replicating associated risk characteristics by controlling the impact of cash flows, index changes and corporate actions. Our passive solutions are managed via a sub-advisory structure, with specialist index manager Geode Capital Management LLC carrying out investment management, voting and engagement responsibilities through its strong support infrastructure for index investing.
Accessing our Equity solutions
Our broad range of equity solutions can be accessed in a variety of ways that suit you best - whether that be unitised funds, segregated mandates or bespoke solutions such as advisory model portfolios.
Open-end equity funds
Whether you are looking for an outcome-focused approach, geographic or sector-specific exposure, or a more specialised solution, our diverse range of Equity funds can meet your long-term needs.
Bespoke Solutions
Bringing together the full breadth of our global expertise, our team of experts are able to work with you to create a bespoke solution that meets your unique requirements and specific challenges.

Want to know more?
Get in touch with our team to find out more about how our equities solutions can meet your investment needs.
Contact usRisk warning
- Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only.
- The value of investments in overseas markets may be affected by changes in currency exchange rates. Investments in emerging markets can be more volatile than other more developed markets.
- Fidelity’s range of equity solutions can use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations.
- A focus on securities of companies which maintain strong environmental, social and governance (“ESG”) credentials may result in a return that could, at times, compare less favourably to investments without such focus. No representation nor warranty is made with respect to the fairness, accuracy or completeness of such credentials. The status of a security’s ESG credentials can change over time.
- Investors should note that the views expressed may no longer be current and may have already been acted upon.
- The value of investments and the income from them can go down as well as up so you may get back less than you invest.
- Past performance is not a reliable indicator of future returns.
Important Information
This material is for Institutional Investors and Investment Professionals only and should not be distributed to the general public or be relied upon by private investors.
This material is provided for information purposes only and is intended only for the person or entity to which it is sent. It must not be reproduced or circulated to any other party without prior permission of Fidelity.
This material does not constitute a distribution, an offer or solicitation to engage the investment management services of Fidelity, or an offer to buy or sell or the solicitation of any offer to buy or sell any securities in any jurisdiction or country where such distribution or offer is not authorised or would be contrary to local laws or regulations. Fidelity makes no representations that the contents are appropriate for use in all locations or that the transactions or services discussed are available or appropriate for sale or use in all jurisdictions or countries or by all investors or counterparties.
This communication is not directed at and must not be acted on by persons inside the United States. All persons and entities accessing the information do so on their own initiative and are responsible for compliance with applicable local laws and regulations and should consult their professional advisers.
This material may contain materials from third parties which are supplied by companies that are not affiliated with any Fidelity entity (Third-Party Content). Fidelity has not been involved in the preparation, adoption or editing of such third-party materials and does not explicitly or implicitly endorse or approve such content. Fidelity International is not responsible for any errors or omissions relating to specific information provided by third parties.
Fidelity International refers to the group of companies which form the global investment management organization that provides products and services in designated jurisdictions outside of North America. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client.
Any performance disclosure is not compliant with German regulations regarding retail clients and must therefore not be handed out to these.
Investments should be made on the basis of the current sales prospectus and the Key Information Document (KID). These documents as well as the current annual and semi-annual reports are available free of charge from Fidelity International, Fidelity International | Home or can be requested free of charge from FIL Investment Services GmbH, Postfach 20 02 37, 60606 Frankfurt am Main and FIL Finance Services GmbH, Postfach 200237, 60606 Frankfurt/Main or via Globale Anlagelösungen | Fidelity International | Deutschland.
Investors/ potential investors can obtain information on their respective rights regarding complaints and litigation in English here: Complaints handling policy (Fidelity International) and in German here: Beschwerdemanagement (Globale Anlagelösungen | Fidelity International | Deutschland). The information above includes disclosure requirements of the fund’s management company according to Regulation (EU) 2019/1156.
Unless stated differently, information dated as of July 2025.
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