Fidelity waives initial charge on Multi-Asset fund

clock

Fidelity is offering free entry into its Multi-Asset Strategic fund, an all terrain vehicle for cautious investors, during this time of market uncertainty.

From October 15, investors will pay no front-end charges on new money coming into the fund. These terms are available on the first £100m of new investments into the fund through an ISA, an ISA transfer or unwrapped investments (limited to £100,000). The offer will be allocated on a first come, first served basis. IFAs will also be able to take 2% initial commission for new business in the fund. Commission give-up is not possible through the offer terms and switching terms will not attract the commission offer. This offer excludes discretionary investment managers and institutions. The...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read
Low-cost platforms spur one in three UK adults to invest

Low-cost platforms spur one in three UK adults to invest

Trading 212 the main beneficiary

Michael Nelson
clock 12 March 2026 • 2 min read
Understanding the investment appeal of the energy addition

Understanding the investment appeal of the energy addition

Positive change takes time

Tim Humphreys
clock 11 March 2026 • 4 min read