Compare The Platform: Fidelity

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Fidelity

Fidelity is a long-established fund management company with investment platforms for advisers, employers and consumers. The DIY platform offers a wide array of products, tools and research to make investing easier for investors.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Data and tools
Top 50 funds list, model portfolios, guidance service, mobile apps, pension guides and retirement calculators, investment guides and videos.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (£0-£7,499)£45 / year (£25 for junior products)
Funds (£7,500-£249,999)0.35%
Funds (£250,000-£1,000,000)0.20%
Funds (£1,000,000+)0.00%
Exchange-traded (ex-GIA) (£0-£7,499)£45 / year (£25 for junior products)
Exchange-traded (ex-GIA) (£7,500-£249,999)0.35% (Capped at £45)
Exchange-traded (ex-GIA) (£250,000-£1,000,000)0.20% (Capped at £45)
Exchange-traded (ex-GIA) (£1,000,000+)0.00% (Capped at £45)
Exchange-traded dealingGIA/ISA/JISA £10.00 / trade SIPP/JSIPP 0.10%

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
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