Fidelity® International Equity Strategy

A separately managed account that diversifies across developed-market countries outside the U.S. in an effort to deliver returns greater than the MSCI EAFE Index (Net MA Tax) over a full market cycle.

 
  

Potential for long-term growth through active management using a blend of international growth, value and core investment styles in developed-market countries outside the U.S.

  

In-depth research that leverages our experience, discussions with corporate leaders, and proprietary tools, and global presence

  

Active investment process emphasizing diversification, strategic valuation, and potential for growth

Types of investments

Primarily American Depositary Receipts (ADRs) and a completion fund1

 

Investment strategy

Focuses on diversifying your portfolio across non-U.S. developed-market countries and equity styles: growth, value, and core

 

Minimum investment

$200,000

 

Annual Advisory Fee

0.30%–0.90%2

(varies based on total assets invested)

FAQs: Fidelity® International Equity Strategy

  • What is the investment objective of this strategy?

    This strategy focuses on diversifying your portfolio across international large cap equity styles—growth, value, & core—by combining model holdings from FMR Co., Inc. and tilting the portfolio opportunistically across those styles, seeking capital appreciation and to outperform the MSCI EAFE Index (Net MA Tax) over a full market cycle.

  • Who manages my money?

    Fidelity Personal and Workplace Advisors LLC (FPWA), has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management of Fidelity International Equity Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight.

  • What kind of investments can I expect in my account?

    The account is primarily invested in ADRs and shares in a completion fund. The holdings are diversified across non-U.S. developed-market countries and international equity styles: growth, value, and core.

  • How are the investments chosen for my account?

    The investments in this strategy are selected based on their potential to provide growth while providing diversification.

  • Can I choose my own investments?

    Our investment professionals will use their experience, thorough research and due diligence to select investments for your account. You will have some of the best investment minds in the business overseeing and monitoring your investments throughout the year to help ensure you're on track to meet your goals.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • How much do I need to open an account?

    The minimum funding amount is $200,000. Accounts can be funded with a check, bank wire, an exchange purchase from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

  • How much does it cost?

    Gross advisory fees range from 0.30% to 0.90% based on account balance.2

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