Le Magazine du Trésorier - n°62 - 2ème trimestre 2008 - (Page 24)
15 MINUTES AVEC FIDELITY INVESTMENTS LUXEMBOURG Fidelity International (FIL Limited) was established nearly 40 years ago and serves the investment needs of individuals, institutions and advisers in markets outside the Americas, providing mutual funds, defined contribution pensions, segregated portfolios and multi-manager products. believes it is ideally placed to act in the best interests of fund investors, to develop innovative products and to deliver the highest levels of customer service. Fidelity International has a global approach with a local focus which has helped us to become the European leader in panEuropean equitie(1). The company is also a top foreign asset manager in Japan and M. Jacques Dineur is expanding rapidly in the other markets of the Asia Pacific region. Fidelity International's US affiliate, FMR LLC, was founded in Our Luxembourg Sicavs have a large fund range coveBoston in 1946 and is one of the US’s largest mutual ring all major regions and almost all asset classes. fund companies. Being a bottom up stock picker house, our Equity Fidelity International has had a presence in funds are particularly performing well. Our long-term Continental Europe since 1990 when we opened an performances are generally top quartiles(3). We have excellent Global, European, Asian, Japanese, office in Luxembourg and launched our LuxembourgAmerican equity funds. On the fixed income side, our based funds. The following 15 years saw us establihigh yield funds are among the best and our AAA rated shing offices in Amsterdam, Frankfurt, Lisbon, Fidelity Institutional Cash Fund plc ICF), is widely Madrid, Milan, Paris, Stockholm, Vienna and Zurich. used by Institutional clients across Europe. The energy we have devoted to establishing our equity, fixed income and money market management credentials across Europe has given us a solid reputation as an international asset manager. This has enabled us to forge agreements with many of the largest banks in these markets to make our funds available to their customers, and to build a growing retail client base. It has Fidelity International has developed at a global level also helped us to secure business from a wide range of policies relating to investment management activities institutional clients. and trading desk processes which are monitored locally. In 2005, Fidelity International opened asset manageFidelity International’s approach has been, as far as posment businesses in Australia, Germany, India and sible, to ensure that client and fund shareholder value South Korea. Today, Fidelity International has a presence(2) in 23 countries (as at 31.12.07): Australia, Austria, Belgium, Bermuda, China (inclu(1) : Source, FERI Fund Market Information Ltd, August ding Hong Kong), France, Germany, India, Ireland, 2007. Italy, Japan, Luxembourg, the Netherlands, Portugal, (2) : FIL Limited's 'presence' in a country is defined as 'busiSingapore, South Africa, Spain, South Korea, Sweden, ness premises and at least one permanent employee'. In the Switzerland, Taiwan, United Arab Emirates and the total of 23 countries Hong Kong is a 'Special Administrative UK. Region' that forms part of the People's Republic of China Independent and privately owned, Fidelity International and the UK includes FIL Limited's offices in England and Scotland strives always to take the longer-term view. By being a (3) : First and second quartile. specialist in asset management, Fidelity International Fidelity International’s investment philosophy has been in place since the foundation of the organization and is consistent across asset classes and regions. Fidelity International’s ability to adapt to meet both “challenge” and “opportunity” alike has built a sustained success story that has rewarded long-term investors. Le Magazine du Trésorier - N° 62
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Le Magazine du Trésorier - n°62 - 2ème trimestre 2008