Reasons to consider investing in alternatives
Expanded investment universe
Alternative investments can provide additional ways to potentially grow and protect your wealth by helping you expand beyond traditional asset classes.
Enhanced returns and income
Various types of alternative investments can help improve total returns and income, potentially bolstering a portfolio’s overall performance across market cycles.1
Diversification
Alternative investments can provide returns that differ from traditional asset classes, while potentially offering other ways to manage risk.
Many investors look to alternatives to broaden the investment opportunity set and help enhance a portfolio's returns, manage downside risk, and improve diversification.
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Types of alternative investments
Private equity
Seeks to provide enhanced long-term growth by taking ownership stakes in privately held companies in an effort help them optimize operations and drive future growth.
Private credit
Seeks to provide higher income and enhanced total returns than those available in public credit markets by investing in privately negotiated loans, bonds, or non-investment grade debt.
Real assets
Seeks to provide attractive total returns, diversification from traditional investments, and income by holding physical assets such as real estate, infrastructure, and agriculture.
Liquid alternatives
Seeks to diversify and manage risk by generating returns that differ from more traditional asset classes through a combination of stocks, bonds, commodities, currencies, leverage, and derivatives.2
Digital assets
Seeks to provide growth and diversification by investing in digital assets such as cryptocurrencies and other crypto tokens.
Fidelity's alternative investments program provides eligible investors with access to investment opportunities in private equity, distressed debt, real estate debt, direct lending, core real estate, and digital assets.
How Fidelity Private Wealth Management clients can qualify for our alternative investments program
Because alternative investments come with unique sets of risks, the requirements governing who can participate in this program are different than those of traditional investments. While your Fidelity advisor can help you better understand these requirements, which often vary from offering to offering, participation in the program is generally only available to qualified purchasers enrolled in Fidelity Private Wealth Management.
