Client: Fidelity

THE FOLKS HAVING A NICE DAY ARE WITH FIDELITY.

Over 10 million investors worldwide trust us with over £300 billion of their money. That’s more than double the size of Britain’s biggest building society.

How did we get so big? We reckon performance, value and great service have something to do with it.

Our fresh way of thinking has helped to make us the largest fund manager in the world.

t’s shaped some mould-breaking products too. In the UK we were one of the first companies to launch PEPs, over 30 years ago.

We’re still committed to leading the field. Right now, we’re offering a great ISA opportunity with our International Triple Performance ISA.

It’s made up of three exceptional funds:
Special Situations voted 2010’s Unit Trust of the Decade is up 30.4% over ten years. Our European Trust, the best performing fund of all unit trusts since launch, is up 373% over ten years. And our South East Asia Trust is up 327% over ten years.

In real terms, if you’d invested £6,000 in our International Triple Performance ISA ten years ago, it would now be worth £25,660 tax-free.

So if you want the days ahead to be nicer, start this day with a call to Fidelity or your IFA.

EC MONEY

Compared to European currencies the performance of the pound has been, quite literally, sterling. So not only will your money go further on holiday on the Continent, it will also go further when you invest in Europe.

There are plenty of other reasons why Europe looks a good place for your money right now.

Continental stock markets have shown recent and dramatic gains, while UK blue chips seem to have peaked. And, of course, it is never a bad time to diversify your investments abroad when home markets are volatile.

There are also special reasons to choose Fidelity. Many smaller European companies are beginning to enjoy rapid growth. And there’s no-one better to track them down than Fidelity. We have more researchers and analysts investigating more companies thoroughly than any of our competitors.

Our stock picking abilities have helped our European Trust to grow 35% in three years and our European Opportunities to grow 29% over the same time period. And both Trusts are ISAble so you can enjoy these returns tax free.

We have eleven other European funds (both UK registered and offshore) which means whether you want to invest across a range of markets or just in one country, we’ve the fund for you.

TRACK (VIRGIN GROWTH: +81% IN 3 YEARS)
OR TREAT? (MONEYBUILDER GROWTH: + 96% IN 3 YEARS)

These days it seems that everyone’s a follower of Tracker ISAs. But before you jump on the bandwagon, check out the performance and the charges.

MoneyBuilder Growth is an actively managed UK Growth ISA that has consistently outperformed the FT-SE All Share Index and beaten high profile index tracking ISAs, like the Virgin Growth ISA. Over three years it has grown by 96.9% tax-free.

Good fortune? No way. We think it’s down to hard work. We build our portfolios stock by stock with our analysts and fund managers making over 46,000 company contacts all around the world every year. We believe no one explores businesses more thoroughly than Fidelity.

And we don’t stop there. Like all our MoneyBuilders this ISA comes without entry or exit charges. And its annual management fee is as low as many tracker funds, including Virgin’s.

Call us now, send off the coupon or speak to your IFA. And find out more about a fund whose performance is bewitching.

AFTER THE FALL THE SPRING

Ouch. We know the stock market crash hurts. But it’s not as painful as you might think
Just take a few minutes and think carefully about your best course of action.

The ‘87 crash was nasty too. But those who gritted their teeth and kept with their investments were rewarded. Within two years the stock market had overtaken its pre-crash levels. In four years they were up by 47%.

If you study the figures you’ll also find that over any five-year period investments in the stock market invariably outperform the banks’ and building societies’ deposit accounts by a considerable amount. However, in uncertain times like these it’s more important than ever to choose a company you can trust.

Reason enough to look at Fidelity. With over £340 billion under management, we’re the world’s largest fund manager, trusted by ten million investors and institutions worldwide.
And Fidelity boast an enormous range of innovative products: from unit and investment trusts to money funds, from ISAs to offshore funds. So you can be sure that we have the investment to match your needs.

Now is an excellent time to consider what we offer too. Because, with the market at a low, stock market values are certainly more attractive than they used to be.

If you need further reassurance, please don’t hesitate to give us a call or contact your IFA.

THE LONG GOOD BUY
THE ISA THAT’S UP 327% OVER 10 YEARS. TAX FREE

£6,000 invested in Fidelity’s International Triple Performance ISA ten years ago would now be worthy £25,660. To find out more about an ISA that’s set to wave the others goodbye, call Fidelity today or contact your IFA.

HAVE YOUR CLIENTS’ PORTFOLIOS EARNED THEIR STRIPES?

Not since 1966 has the UK stockmarket beaten the US market over a single year. Yet most UK investors choose to ignore the US, despite it being the globe’s most entrepreneurial economy, accounting for over 50% of the world’s equities by value.

Fidelity American Special Situations Fund and Fidelity American Fund are top performers in this vital market, aiming to pick companies whose share prices could well enjoy superior future growth. Both benefit from Fidelity’s commitment to first-hand research, with a team of 280 managers and analysts in America alone making hundreds of company calls and visits each working day.

American Special Situations searches for growth stocks that may benefit from changes in economic and social trends. It’s been so successful that, over the last five years, £10,000 invested would have grown to £26,790.

Fidelity American Fund invests solely in companies that can offer the potential of long-term share price appreciation. Its manager is not restricted by guidelines on style or company size and his judgment has been rewarded by performance which ranks the fund 1st out of all unit trusts and OEICs in every sector over five years.

Call our BrokerLine or log on now. And find out about funds that are stars.

ARE YOUR CLIENTS’ PORTFOLIOS MISSING A FEW STARS?

With its thriving entrepreneurial culture and world-renowned companies, the United States accounts for over 50% of global equity markets by value. Yet many UK investors miss out on its performance by opting for low portfolio weightings in the US.

Fidelity American Fund and Fidelity American Special Situations Fund can help redress the balance. Both aim for higher returns by identifying companies whose share prices have potential for above average appreciation. And both are well placed to benefit from Fidelity’s outstanding commitment to first-hand investment research. In America we employ over 280 investment analysts giving a level of coverage we believe no rival can match.

Fidelity American Fund invests in companies that meet the long-term strategic criteria of the manager and is not constrained by capitilisation or style guidelines. It’s an approach that has been so successful that our American Fund has beaten every fund in all unit trust and OEIC sectors over five years.

Taking a slightly different approach, the American Special Situations Fund seeks out growth stocks that the manager believes could benefit from changing economic and social trends. Over five years £10,000 invested in this fund could have grown to £25,985. Of course, past performance is no guarantee of future returns. With currently little portfolio overlap and good diversification of investment style, this combination offers excellent exposure to the US market.

Call our BrokerLine now or log on to our adviser website. And find out how these funds could play a starring role in your portfolio.

TAXI LEAFLET COPY
DON’T LEAVE YOUR MONEY LYING AROUND. PUT IT IN A FIDELITY ISA

ISAs are the smart way to save and invest tax free. And who better to invest with them than Fidelity, the world’s largest independent fund manager? We’re dedicated to making your money make more money. We’ve 28 different ISA funds to choose from, including a Cash ISA. So take a tip from this taxi. Call now, visit our website at www.fidelity.co.uk or speak to your Independent Financial Adviser. And have an ISA day.