Fidelity Worldwide Investment

Corporate Banking
Investments

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Commencing in 2003, Fidelity Worldwide Investment (Co. Reg. No. 199006300E) is committed to providing asset management and investment advisory services to local investors including government bodies, other institutional and wholesale clients. Our presence in Singapore helps us to tap into local knowledge and better understand our clients' needs. Being on the ground further enables us to adjust in a timely manner to the investment environment in order to meet clients' objectives.

Besides providing a range of offshore mutual funds to retail investors in Singapore through intermediaries, Fidelity also manages single or multi-asset portfolios to standard or customised benchmarks. These portfolios are constructed on a team basis, leveraging on the investment ideas from our investment professionals around the world. To this end, Fidelity has one of the largest investment teams in the industry, with investment professionals based in Australia, Boston, Hong Kong, Japan, Korea, London, Singapore.

Investment Philosophy
- The key to Fidelity's success is its approach to managing money which has remained unchanged since Fidelity was founded. First-hand and detailed research plays a crucial role in their decision making. This is to ensure every security - whether equity or bond - is investigated as meticulously as possible before being included in their portfolio.
  
  Fidelity follows an approach called "bottom-up stockpicking", which means that each stock is selected on its individual merits, rather than focusing on short-term industry trends or trying to predict markets.
  
  Their analysts undertake extensive research at all levels of an organisation to understand exactly how they are positioned to deliver for investors. Fidelity believes that only through this first-hand contact - rather than relying purely on bought-in research - can they can fully evaluate an investment's true potential, and consistently add value for investors in their funds.
  
  Managers are given the freedom to pursue their particular style of management (growth, value, etc). By allowing this element of individual initiative, Fidelity ensures portfolio managers carry ultimate responsibility for their investments but in-depth research always strengthens their decisions.

Unit Trusts You Can invest In

Unit Trust/ Launch Date	Investment Objective	Investment Amount	Luxembourg Level / Maintenance Fee	CPFIS-Approved
Fidelity Funds - America Fund A-SGD Launch Date: 15 May 2006	Invests principally in US equity securities.	Minimum S$1,000 Subsequent S$500	1.5%	OA/SRS
Fidelity Funds - America Fund Class A-USD Launch Date: 01 Oct 1990	Invests principally in US equity securities.	Minimum US$1,000 Subsequent US$500	1.5%	OA/SRS
Fidelity Funds - European Aggressive Fund A-SGD Launch Date: 15 May 2006	Invests principally in the equity securities of European companies. Following an aggressive approach, the fund manager is free to select any company regardless of any size or industry. Typically, the Fund will concentrate its investments in a more limited number of companies and therefore the resulting portfolio will be less diversified.	Minimum S$1,000 Subsequent S$500	1.5%	SRS
Fidelity Funds - European Aggressive Fund Class A-EUR Launch Date: 02 Feb 1998	Invests principally in the equity securities of European companies. Following an aggressive approach, the fund manager is free to select any company regardless of any size or industry. Typically, the Fund will concentrate its investments in a more limited number of companies and therefore the resulting portfolio will be less diversified.	Minimum EUR1,000 Subsequent EUR500	1.5%	SRS
Fidelity Funds - Growth and Income Fund A-SGD Launch Date: 15 May 2006	The Fund is managed with a more conservative approach towards seeking high current income and capital growth primarily through investment in a combination of equities and bonds. This fund will appeal to investors seeking regular income and moderate capital growth but prefer a lower level of risk than that normally associated with equity investment only	Minimum S$1,000 Subsequent S$500	1.25%	N.A.
Fidelity Funds - Growth and Income Fund Class A-USD Launch Date: 20 Nov 2001	The Fund is managed with a more conservative approach towards seeking high current income and capital growth primarily through investment in a combination of equities and bonds. This fund will appeal to investors seeking regular income and moderate capital growth but prefer a lower level of risk than that normally associated with equity investment only	Minimum US$1,000 Subsequent US$500	1.25%	N.A.
Fidelity Funds - International Fund A-SGD Launch Date: 15 May 2006	Invests principally in equities in markets throughout the world including major markets and smaller emerging markets.	Minimum S$1,000 Subsequent S$500	1.5%	N.A.
Fidelity Funds - International Fund Class A-USD Launch Date: 31 Dec 1991	Invests principally in equities in markets throughout the world including major markets and smaller emerging markets.	Minimum US$1,000 Subsequent US$500	1.5%	N.A.
Fidelity Funds - Japan Fund A-SGD Launch Date: 15 May 2006	Invests principally in Japanese equity securities.	Minimum S$1,000 Subsequent S$500	1.5%	SRS
Fidelity Funds - South-East Asia Fund A-SGD Launch Date: 15 May 2006	The Fund invests principally in equity securities quoted on stock exchanges in the Pacific Basin excluding Japan. The Fund may invest its net assets directly in China A and B Shares.	Minimum S$1,000 Subsequent S$500	1.5%	OA/SRS
Fidelity Funds - South-East Asia Fund Class A-USD Launch Date: 01 Oct 1990	The Fund invests principally in equity securities quoted on stock exchanges in the Pacific Basin excluding Japan. The Fund may invest its net assets directly in China A and B Shares.	Minimum US$1,000 Subsequent US$500	1.5%	SRS

CPFIS = CPF Investment Scheme
SRS = Supplementary Retirement Scheme
OA = Using funds from CPF Ordinary Account
SA = Using funds from CPF Special Account

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Visit any UOB Group Branch to find out more about these unit trusts. UOB Personal Bankers will advise you on the documents required for investment. You can also check out the fund fact sheets and our daily unit trust prices using our Fund Selector.

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Notes
The information provided herein is strictly for general information only and should not be considered as an offer, or solicitation, to deal in any of the unit trusts mentioned herein. Investors may wish to seek advice from a financial adviser before making a commitment to invest in units of the relevant fund. In the event that an investor chooses not to seek advice from a financial adviser, the investor should consider whether the fund is suitable for him. Investments in the unit trusts are not deposits or other obligations of, or guaranteed or insured by the Investment Manager or United Overseas Bank Group. Investments are subject to investment and foreign exchange risks, including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. The Investment Manager's past performance is not indicative of its future performance. Any forecast made is not necessarily indicative of future or likely performance of the unit trusts. All applications for units in the unit trusts must be made on the application forms accompanying the relevant prospectuses. Investors should read the prospectuses for details.

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Fidelity Worldwide Investment

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