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Investing in Private Assets

Access opportunities across the world’s major Private-Market asset classes.

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Private Markets offer differentiated sources of income and capital returns relative to the traditional asset classes. They can also provide diversification benefits when included within broad asset allocation strategies. As such, they are vital for clients looking to enhance the risk-adjusted return potential and overall quality of their investment portfolios.

Access to these markets is being democratised by regulatory developments, technological advances and the break-down of liquidity barriers. As a result, they are presenting attractive opportunities to a greater range of investors than ever before.

Our approach to integrating sustainability considerations within Private Asset solutions mirrors that of Fidelity’s broader principles of ESG integration. The key difference between our approaches across public and private markets relates to sell discipline, given the relatively illiquid nature of private markets. We take a long-term view consistent with the typical investment horizon of investors within the asset class, engaging with general partners to encourage the improvement of sustainability characteristics and behaviours.

Four pillars of ESG integration

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Source: Fidelity International, June 2025.

" We expect a broader profile of investors to join the growing trend of investing in Private Markets and we have therefore committed to expanding our Private Assets business across a wide range of capabilities, leveraging our established fundamental and sustainable research expertise from public markets."

Katie Roberts - Head of Client Solutions

Our latest thinking on Private Assets

The global fragmentation is changing the interplay of markets. Our new toolkit offers guidelines for decisions in the coming years.

Insurers are responding to the current market situation with diversification, increased engagement in Asia, and a stronger focus on alternative investments.

While the post-pandemic growth has eased as the supply-demand dynamic has rebalanced, there’s still a compelling story of long-term returns in the market.

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If you are a professional investor and would like to know more about investing in Private Assets with Fidelity, please get in touch via the link below:

 

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Expert knowledge for institutional investors

Enjoy in-depth opinions and insights from Fidelity's investment expert teams - as videos, podcasts, articles or in our exclusive events and webinars.

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Risk warnings

  • Investments in private markets investments are highly illiquid and therefore unsuitable for investors who cannot hold their investment for the long term (at least 10 years).
  • Investments in private markets and sub-categories such as private equity, particularly via so-called feeder funds, are speculative and risky.
  • The value of investments and the income from them may fall or rise, meaning that you may get back less than the amount invested.
  • Past performance is not a reliable indicator to future returns.
  • With regard to “Private Markets Access”, we hereby expressly refer to the risk assessments, fees and costs in the product data sheet of the respective investment offer.
  • Investments in private assets may invest in private or less liquid assets. These may be difficult to sell and investors may not be able to redeem their investments at the desired time.
  • Private debt investments are subject to credit risk, i.e. the possibility that borrowers may default on their interest payments or repayment of the capital. If the borrowers are small or medium-sized companies, this risk is higher. Although the loans are usually collateralized, there is no guarantee that the loan will have priority over all other debts if it is subordinated to other creditors, or that the collateral will match the value of the loan if it has to be liquidated. Liquidity is different for the various strategies. For example, while there is an active secondary market for broad-based syndicated loans, it is not as active or developed for direct loans. 
  • Structured credit investments may include exposure to pools of assets, including broadly syndicated loans, commercial and residential mortgage-backed securities, and consumer or business loans. These pools can be very sensitive to changes in the value of the underlying assets. The interests in a collateralized loan obligation vehicle are illiquid and subject to transfer restrictions.

Important information 

This is a marketing communication. This information is intended for professional clients only and not a suitable basis for the general public or private investors. This information must not be reproduced or circulated without prior permission. 

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. 

Fidelity International refers to the group of companies which form the global investment management organisation that provides information on products and services in designated jurisdictions outside of North America. This communication is not directed at and must not be acted upon by persons inside the United States and is otherwise only directed at persons residing in jurisdictions where the relevant funds are authorised for distribution or where no such authorisation is required. It is your responsibility to ensure that any service, security, investment, fund or product outlined is available in your jurisdiction before any approach is made to Fidelity International.  

Unless otherwise stated all products and services are provided by Fidelity International, and all views expressed are those of Fidelity International. The views expressed are as of the date of publication and are subject to change without notice. Fidelity, Fidelity International, the Fidelity International logo and the "F symbol" are trademarks of FIL Limited and are used with its permission. FIL stands for FIL Limited (FIL) and its respective affiliates. 
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. 
For German Institutional clients issued by FIL (Luxembourg) S.A., 2a, rue Albert Borschette BP 2174 L-1021 Luxembourg. Investors/ potential investors can obtain information on their respective rights regarding complaints and litigation in English here: Complaints handling policy (fidelity.lu) and in German here: Beschwerdemanagement (fidelity.de). 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 June 2025

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