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Fidelity Fund Review

Topic: Fund Manager Reviews 29 March 2017

In this review we analysed the performance and ranking of 199 of Fidelity's pension, unit trust and life funds over the last 1, 3 & 5 years. Each fund was also allocated a performance rating of top, mediocre or poor based on the following criteria.

  • 24 of the 148 Fidelity funds analysed maintain top quartile performance in their sector (top 25%) over the last 5 years.
  • Fidelity ranked 31st out of 176 fund managers in the Yodelar Fund Manager League table
  • £7.2 billion of investors money held in top performing unit trust funds.
  • 90 out of 148 Fidelity funds analysed were ranked as 'Poor Performing Funds'.

Fidelity international was established in 1969 and manage £226 billion world wide, with £66.6 billion managed for over 1 million UK investors. 

Our team completed a comprehensive analysis on the performance and ranking of all Fidelity pension funds, unit trust funds and life funds. In this review we identify which of their funds have consistently delivered top performance and which funds have struggled in comparison to competing same sector funds.


How we rank fund performance

Top – Funds classified by ukmoneysite as top performing have consistently outperformed at least 75% of competing same sector funds over the course of the 1, 3 & 5 year periods analysed.

Mediocre – A mediocre performance rating is provided to funds that have managed to rank within the top 50% of funds within their sectors consistently over the 5 year period analysed. 

Poor – A fund will be provided with a poor performance rating if at any time during the 1, 3 & 5 year periods analysed they performed worse than 50% of competing same sector funds.

The below summary tables provide a performance overview for Fidelity’s range of funds.


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Top Performing Fidelity Funds

Our analysis identified that 149 of the 199 Fidelity funds analysed have at least 5 years history, of which an impressive 22% have consistently delivered top quartile sector performance over the recent 1, 3 & 5 year periods. 

One of the funds to consistently deliver top performance was the 'Fidelity Special Situations' unit trust fund. Over the recent 5 year period this fund has outperformed 94% of same sector funds with impressive growth of 150.16%.

From their range of life funds, the 'Fidelity BGI World Ex UK' fund was one of their top performing funds. This fund has consistently been among the best funds in its sector and over the recent 5 year period it ranked 9th out of 430 competing sector funds with growth of 110.44%.

The 'Fidelity Global Special Situations' pension fund has been among the best performing pension funds under the management of Fidelity. This fund has consistently achieved top performance in the competitive Global Equities sector. Over the recent 12 months, which has been a volatile time for many funds, the 'Fidelity Global Special Situations' fund ranked 18th out of 990 funds in its sector with growth of 40.57% and over the recent 5 year period it has consistently outperformed 97% of same sector funds.




Poor Performing Fidelity Funds 

We ranked 90 of the Fidelity funds analysed as 'Poor'. These funds have not fared so well. 

The 'Fidelity Japan' and 'Fidelity American' unit trust funds have been among their most disappointing funds. Not only have these funds consistently underperformed in comparison to other same sector funds but they have also been among the worst performers in their entire sector. With 5 year growth of 59.57%, the 'Fidelity Japan' fund was the worst performing fund in its sector. While it's performance has somewhat improved over the recent 12 months it still ranked within the bottom 14% in its sector.

Over the recent 5 years, the 'Fidelity American' fund did not fare much better ranking 62nd out of 65 funds for performance. With almost £1 billion invested in this fund it's performance is sure to be of concern to investors.  


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How Have Fidelity's New Range of Funds Performed? 

During the recent 5 year period Fidelity have also launched a large number of new funds. In total, 50 of the 199 fund analysed for this report have less than 5 years history and despite not yet having a proven track record, only 20% have underperformed since their inception.

Among their new range of funds to impress was the 'Fidelity Multi Asset Adventurous' fund. Since its launch in September 2012, this fund has attracted some £266 million of investment and it hasn't disappointed. Over the recent 3 year period this fund delivered growth of 36.37%, which was better than 83% of funds in its sector.

In contrast, one of Fidelity's recently launched funds that hasn't performed so well was their 'Balanced Growth' life fund. Since it's launch in May 2013 this fund has underperformed and continues to fall down the rankings within its sector. Over the recent 12 months it was outperformed by 90% of same secor funds with growth of 7.35%. In comparison the top performing fund within its sector achieved growth of 26.41% over the same period.


Fidelity Fund Performance Summary 

Our analysis identified that a large proportion of funds under the management of Fidelity have underperformed in comparison to competing same sector funds. Less than 10% of 'all' funds available to UK investors achieve top performance. 22% of Fidelity funds with a 5 year trading history maintained consistent top performance, and are therefore one of the highest ranked fund managers in the UK.

With 33 consistently top performing funds available, Fidelity have proven their expertise within particular sectors and provide investors with highly competitive investment options to choose from.


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