Fidelity® International Index Strategy

This separately managed account (SMA) seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns.1

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Index strategy using a subset of securities from the Fidelity Developed International ex North America Focus Index (Net)2


Active tax management1 with the potential for year-round tax-loss harvesting opportunities and other tax-smart investing techniques


Ability to customize by requesting restrictions of stocks or industries from the portfolio

Types of investments

Primarily U.S.-traded American depositary receipts (ADRs) and Exchange Traded Products (ETPs)3


Investment strategy

Seeks index-like returns with enhanced after-tax returns


Minimum investment



Annual advisory fee


(varies based on total assets invested)

FAQs: Fidelity® International Index Strategy

  • How can this strategy help me meet my goals?

    Our professionally managed account offers investors with substantial assets and sophisticated investing needs the opportunity for portfolio growth as well as enhanced after-tax performance using one or a combination of tax-smart investing techniques.1

  • 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 Index Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight.

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

    This strategy is generally focused on international developed market stocks and seeks to approximate the pre-tax returns and risk characteristics of the Fidelity Developed International ex North America Focus Index (Net)SM

  • How are the investments chosen for my account?

    Strategic Advisers LLC will make investment decisions for Fidelity® Strategic Disciplines equity accounts based on a range of factors, including a particular security's risk and return characteristics and a desire to build a portfolio aligned to your selected strategy.

  • Can I choose my own investments?

    You may not direct the purchase or sale of individual investments in your Fidelity® Strategic Disciplines account. By enrolling in a managed account service like Fidelity® Strategic Disciplines you turn the day-to-day management of your investments over to a team of investment professionals. However, you are entitled to place reasonable restrictions on the management of your account, such as limitations on industries or individual companies from the stocks we'll consider when building your portfolio.

  • Can I add funds to my account?

    Yes, you can add funds to your account at your convenience or through automatic investing options.

  • 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 $100,0004

  • How much does it cost?

    The annual advisory fee is between 0.20%–0.40% based on your account balance.5

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