We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Jimmy Mac

Has anyone got any data on how well Fidelity Investments perfom in relation to ISA'a?

Comments

  • dunstonh
    dunstonh Posts: 121,297 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    That doesnt make a lot of sense. You have basically asked how baked beans taste compared with the tin.

    The ISA is the investment wrapper. The funds inside of it is where your money is invested. There are a couple of thousand funds available to invest in and each has a varying degree of risk from low risk to high risk.

    Fidelity themselves offer a range of investment funds covering many different risk sectors. Some have proven to be good, some less so.

    Ideally, you should compare funds in the same sector and risk rating. Otherwise you make the mistake the Daily Mail made some years ago by listing corporate bond funds in the same performance charts as tech funds. Corporate bond funds being low risk, low volatility compared with tech funds with high risk and high volatility. Consequently, people pulled out of corp bond funds and went into high risk funds when they shouldnt have done and then paid the price for doing so. Anyway, i get off subject...

    Which funds/sectors are you looking to invest in?
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • grumbler
    grumbler Posts: 58,629 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    jimmy_mac wrote:
    Has anyone got any data on how well Fidelity Investments perfom in relation to ISA'a?
    Welcome.
    I have no idea on the subject of your question :confused: , but want to tell that it is worth making more specific title of the new thread! :rolleyes:
  • blinko
    blinko Posts: 2,523 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    https://www.morningstar.co.uk, ISA is just a tax wrapper hence anything in there is tax free so if you put cash its tax free, investments tax free etc go to the morning star site and you can compare i think the most popular fidlity funds are
    special situations
    european
    income
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 354.4K Banking & Borrowing
  • 254.4K Reduce Debt & Boost Income
  • 455.4K Spending & Discounts
  • 247.3K Work, Benefits & Business
  • 604K Mortgages, Homes & Bills
  • 178.4K Life & Family
  • 261.5K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.