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Change to investment policy – Fidelity Funds

Fidelity has announced a change to the investment policies of its range of unit trusts which took effect from 31 October 2019.

Funds available in our guided-architecture products

The Funds can be found in our guided architecture products Oracle, Paragon, Quantum, RSP, Quantum Malaysia, RSP Malaysia, Lifeplan, Lifeplan Lebanon, Protected Lifestyle & Protected Lifestyle Lebanon. A list of the affected funds can be found in the table below.


You can view a copy of the Fidelity notification documents opposite.


Fund name

Fidelity Funds Emerging Europe, Middle East and Africa Fund

Fidelity Funds Emerging Markets Fund

Fidelity Funds European High Yield Fund

Fidelity Funds Asia Focus Fund

Fidelity Funds Global Dividend Fund

Fidelity Funds Global Multi Asset Income Fund

Fidelity Funds Global Property Fund

Fidelity Funds Asian High Yield Fund

Fidelity Funds Thailand Fund

Fidelity Funds China Consumer Fund


Funds available in our open-architecture products

Various funds in our open-architecture products will be subject to an investment policy wording update. Please see the Fidelity notification attached opposite for further information.


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For more information about Fidelity visit www.fidelity.co.uk