Multimanager and Fidelitys Vision

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Multi-manager and Fidelitys Vision

• Simon Fraser
• President, Institutional and MultiManager Business

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The next phase of Fidelity Internationals growth
Where are we today?
Fund Component Manufacturer
Our ambition for tomorrow
Financial Solutions Provider
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You already know Fidelity International
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Introducing Fidelity MultiManager
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How MultiManager fits into our strategic vision

• Demand from Clients Business Partners
• Providing a broader choice and more complete
  solutions
• Important for Fidelitys Long-Term Strategy
• Heritage of providing innovative products for our
  distribution partners
• Natural Evolution of Fidelitys Business

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Weve been developing our MultiManager approach
for 18 years

• More than 20 billion of assets in multi-fund
  portfolios
• Introduced fettered multi-fund products in 1988
• Provided third-party fund solutions with the
  introduction of unfettered funds in 2003
• Extending that capability now through Fidelity
  MultiManager SICAV

1988
2005
1996
2003
2006
Multi-asset funds launched in Europe WealthBuilder
launched in the UK
UK unfettered range broadened Fidelity
MultiManager SICAV
Launch of Fidelity MoneyBuilder
Launch of multi-asset investment trust in Japan
Launch of UK unfettered funds of funds
Product Milestones
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Our commitment to MultiManager

• Dedicated Resources Specialists

Business Development Marketing
Operations Administration
Investment Team
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Conclusion

• MultiManager business built on Fidelitys key
  strengths
• Not a new business for Fidelity
• Committed to global, long-term success
• Providing solutions as your partner of choice

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Compliance information